-0.5%
PLTR vs RJF
+6.3%
-6.8%
-48.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | RJF | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | -1.1% | -1.1% | -1.8% |
| 7D | -9.1% | -4.2% | -5.0% | -7.7% |
| 30D | -5.2% | -3.6% | -1.6% | -3.9% |
| 3M | +27.4% | +15.6% | +11.7% | +21.7% |
| 6M | +9.7% | +17.6% | -7.9% | +3.7% |
| YTD | -6.7% | +9.2% | -15.9% | -10.3% |
| 1Y | -0.5% | +5.5% | -6.0% | -4.1% |
| All | -0.5% | +6.3% | -6.8% | -4.1% |
Cumulative growth
Daily Returns
Daily percentage return beside RJF.
Daily Out/Under-Performance
Portfolio return minus RJF return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RJF 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 1y: compounded portfolio wealth divided by compounded RJF 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…
1y analysis · Full analysis span regression · 6 months rolling