+826.1%
PLTR vs RKT
+90.6%
+735.5%
-48.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | RKT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.5% | +0.9% | +4.6% | +5.3% |
| 7D | -5.1% | +10.3% | -15.4% | -7.0% |
| 30D | -19.1% | +32.3% | -51.4% | -24.0% |
| 3M | -1.6% | +10.7% | -12.3% | -4.2% |
| 6M | +22.8% | -3.2% | +26.0% | +22.2% |
| YTD | -4.8% | -21.5% | +16.7% | -2.2% |
| 1Y | -4.9% | -6.0% | +1.1% | -5.6% |
| 3Y | +826.1% | +104.2% | +721.9% | +631.9% |
| All | +826.1% | +90.6% | +735.5% | +631.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling