-10.0%
PLTR vs ROK
+25.3%
-35.3%
-44.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ROK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | -0.6% | -1.5% | -2.2% |
| 7D | -12.8% | 0.0% | -12.8% | -12.7% |
| 30D | -9.3% | -2.5% | -6.9% | -9.7% |
| 3M | +5.6% | 0.0% | +5.6% | +5.5% |
| 6M | +17.6% | +11.6% | +6.0% | +12.0% |
| YTD | -3.4% | +15.2% | -18.6% | -11.5% |
| 1Y | -10.0% | +25.0% | -35.0% | -24.5% |
| All | -10.0% | +25.3% | -35.3% | -24.5% |
Cumulative growth
Daily Returns
Daily percentage return beside ROK.
Daily Out/Under-Performance
Portfolio return minus ROK return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ROK 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 ROK 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