+1,588.2%
PLTR vs RF
+213.5%
+1,374.7%
-84.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RF | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.5% | -0.4% | +3.8% | +3.6% |
| 7D | -12.9% | -0.9% | -12.0% | -12.5% |
| 30D | -17.4% | +6.0% | -23.4% | -19.7% |
| 3M | +2.9% | -8.9% | +11.8% | +7.2% |
| 6M | +19.9% | +2.3% | +17.5% | +17.7% |
| YTD | -9.8% | +7.6% | -17.3% | -14.4% |
| 1Y | -8.4% | +21.2% | -29.5% | -18.2% |
| 3Y | +765.0% | +108.5% | +656.5% | +501.4% |
| 5Y | +516.8% | +43.2% | +473.6% | +384.2% |
| All | +1,588.2% | +213.5% | +1,374.7% | +1,225.8% |
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