+597.7%
PLTR vs RF
+46.7%
+551.0%
-75.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | RF | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.5% | +2.2% | +3.3% | +4.2% |
| 7D | -5.1% | -0.1% | -5.0% | -4.9% |
| 30D | -19.1% | +7.0% | -26.1% | -22.4% |
| 3M | -1.6% | -7.0% | +5.4% | +2.5% |
| 6M | +22.8% | +6.8% | +16.0% | +16.7% |
| YTD | -4.8% | +9.9% | -14.7% | -12.5% |
| 1Y | -4.9% | +21.1% | -26.0% | -18.2% |
| 3Y | +826.1% | +119.6% | +706.5% | +433.7% |
| 5Y | +597.7% | +46.2% | +551.6% | +400.7% |
| All | +597.7% | +46.7% | +551.0% | +400.7% |
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