+565.8%
PLTR vs RKT
-8.7%
+574.4%
-79.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | RKT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | -1.8% | -0.5% | -1.6% |
| 7D | -5.3% | +6.0% | -11.3% | -7.6% |
| 30D | -1.0% | +0.7% | -1.7% | -1.5% |
| 3M | +24.8% | +11.8% | +13.0% | +17.5% |
| 6M | +8.4% | -7.6% | +16.0% | +8.6% |
| YTD | -4.2% | -28.7% | +24.5% | +5.4% |
| 1Y | +9.1% | -32.6% | +41.7% | +21.4% |
| 3Y | +1,025.6% | +42.1% | +983.5% | +578.4% |
| 5Y | +565.8% | -7.2% | +572.9% | +413.5% |
| All | +565.8% | -8.7% | +574.4% | +413.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling