+1,714.7%
PLTR vs RF
+217.1%
+1,497.6%
-84.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RF | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | -0.2% | +2.3% | +2.2% |
| 7D | +0.4% | -1.3% | +1.8% | +1.2% |
| 30D | -17.5% | +4.6% | -22.2% | -19.3% |
| 3M | -1.5% | -8.4% | +7.0% | +2.5% |
| 6M | +25.9% | +8.9% | +17.1% | +20.0% |
| YTD | -3.0% | +8.8% | -11.8% | -8.5% |
| 1Y | -9.7% | +18.9% | -28.6% | -18.6% |
| 3Y | +776.5% | +116.0% | +660.5% | +500.0% |
| 5Y | +649.9% | +46.0% | +603.9% | +485.1% |
| All | +1,714.7% | +217.1% | +1,497.6% | +1,317.8% |
Cumulative growth
Daily Returns
Daily percentage return beside RF.
Daily Out/Under-Performance
Portfolio return minus RF return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RF 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 10y: compounded portfolio wealth divided by compounded RF 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…
10y analysis · Full analysis span regression · 6 months rolling