-12.6%
PLTR vs ROIV
+101.7%
-114.3%
-44.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ROIV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.5% | +4.6% | +0.9% | +4.4% |
| 7D | -5.1% | +13.3% | -18.4% | -7.7% |
| 30D | -19.1% | +14.8% | -33.8% | -21.5% |
| 3M | -1.6% | +11.9% | -13.5% | -4.8% |
| 6M | +22.8% | +42.4% | -19.6% | +10.6% |
| YTD | -4.8% | +87.4% | -92.2% | -21.3% |
| All | -12.6% | +101.7% | -114.3% | -27.9% |
Cumulative growth
Daily Returns
Daily percentage return beside ROIV.
Daily Out/Under-Performance
Portfolio return minus ROIV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ROIV 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 ROIV 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