+1,677.1%
PLTR vs RKT
-14.1%
+1,691.2%
-84.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RKT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -4.9% | +4.6% | +1.2% |
| 7D | -3.8% | +4.6% | -8.4% | -5.1% |
| 30D | -19.2% | +25.9% | -45.1% | -25.1% |
| 3M | -3.7% | +5.0% | -8.7% | -6.1% |
| 6M | +22.5% | -7.9% | +30.4% | +22.9% |
| YTD | -5.0% | -25.4% | +20.3% | -0.4% |
| 1Y | -12.8% | -15.4% | +2.6% | -12.1% |
| 3Y | +758.3% | +83.3% | +674.9% | +508.5% |
| 5Y | +649.6% | -0.8% | +650.4% | +487.1% |
| All | +1,677.1% | -14.1% | +1,691.2% | +1,266.4% |
Cumulative growth
Daily Returns
Daily percentage return beside RKT.
Daily Out/Under-Performance
Portfolio return minus RKT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RKT 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 RKT 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