+1,706.1%
PLTR vs ROK
+100.7%
+1,605.4%
-84.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ROK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -0.5% | 0.0% | -0.2% |
| 7D | +10.7% | +6.1% | +4.6% | +7.2% |
| 30D | -17.8% | -6.5% | -11.3% | -14.8% |
| 3M | +0.3% | -10.2% | +10.5% | +5.9% |
| 6M | +26.2% | -10.6% | +36.8% | +29.9% |
| YTD | -3.5% | +4.9% | -8.4% | -12.4% |
| 1Y | -6.8% | +3.8% | -10.7% | -14.7% |
| 3Y | +772.3% | +63.5% | +708.8% | +465.1% |
| 5Y | +651.6% | +30.9% | +620.6% | +388.4% |
| All | +1,706.1% | +100.7% | +1,605.4% | +1,043.5% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling