+565.8%
PLTR vs ROK
+46.6%
+519.1%
-79.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ROK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | -1.1% | -1.2% | -1.7% |
| 7D | -5.3% | +2.8% | -8.1% | -6.9% |
| 30D | -1.0% | -2.4% | +1.4% | +0.2% |
| 3M | +24.8% | -4.7% | +29.5% | +24.5% |
| 6M | +8.4% | +16.8% | -8.4% | -8.2% |
| YTD | -4.2% | +11.4% | -15.6% | -16.8% |
| 1Y | +9.1% | +26.2% | -17.1% | -13.5% |
| 3Y | +1,025.6% | +51.9% | +973.7% | +638.9% |
| 5Y | +565.8% | +46.4% | +519.4% | +315.9% |
| All | +565.8% | +46.6% | +519.1% | +315.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling