+496.1%
PLTR vs RF
+42.4%
+453.7%
-77.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | RF | Excess | Alpha |
|---|---|---|---|---|
| 1D | -9.7% | -2.1% | -7.6% | -8.4% |
| 7D | -21.1% | -1.6% | -19.5% | -20.2% |
| 30D | -19.3% | +5.0% | -24.3% | -21.7% |
| 3M | -2.2% | -10.0% | +7.8% | +4.0% |
| 6M | +14.0% | +3.3% | +10.7% | +10.5% |
| YTD | -12.8% | +7.9% | -20.7% | -19.0% |
| 1Y | -17.5% | +21.2% | -38.8% | -29.2% |
| 3Y | +720.5% | +105.8% | +614.7% | +391.6% |
| 5Y | +496.1% | +43.7% | +452.4% | +330.9% |
| All | +496.1% | +42.4% | +453.7% | +330.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling