+617.6%
PLTR vs RBA
+45.7%
+571.9%
-74.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | RBA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | +0.9% | -3.0% | -2.6% |
| 7D | +4.7% | +1.7% | +3.0% | +3.8% |
| 30D | -16.4% | +8.3% | -24.8% | -20.5% |
| 3M | -6.2% | +10.5% | -16.7% | -11.9% |
| 6M | +29.2% | -5.9% | +35.0% | +30.6% |
| YTD | -5.5% | -6.9% | +1.4% | -5.2% |
| 1Y | -2.4% | -4.9% | +2.4% | -3.4% |
| 3Y | +752.3% | +64.5% | +687.9% | +488.0% |
| All | +617.6% | +45.7% | +571.9% | +402.9% |
Cumulative growth
Daily Returns
Daily percentage return beside RBA.
Daily Out/Under-Performance
Portfolio return minus RBA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RBA return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 5y: compounded portfolio wealth divided by compounded RBA wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
5y analysis · Full analysis span regression · 6 months rolling