+597.7%
PLTR vs RKT
+2.8%
+594.9%
-75.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | RKT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.5% | +0.9% | +4.6% | +5.2% |
| 7D | -5.1% | +10.3% | -15.4% | -8.8% |
| 30D | -19.1% | +32.3% | -51.4% | -28.3% |
| 3M | -1.6% | +10.7% | -12.3% | -7.0% |
| 6M | +22.8% | -3.2% | +26.0% | +20.8% |
| YTD | -4.8% | -21.5% | +16.7% | -0.5% |
| 1Y | -4.9% | -6.0% | +1.1% | -8.5% |
| 3Y | +826.1% | +104.2% | +721.9% | +338.5% |
| 5Y | +597.7% | +2.5% | +595.2% | +398.4% |
| All | +597.7% | +2.8% | +594.9% | +398.4% |
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 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