+552.9%
PLTR vs ROP
-13.6%
+566.5%
-79.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ROP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.5% | -3.6% | -0.9% | -1.8% |
| 7D | -6.4% | -4.4% | -2.0% | -3.0% |
| 30D | +10.0% | +3.2% | +6.8% | +7.7% |
| 3M | +23.0% | +23.1% | 0.0% | +4.2% |
| 6M | +13.8% | +13.3% | +0.5% | +2.7% |
| YTD | -1.9% | -7.9% | +5.9% | +3.9% |
| 1Y | +11.6% | -22.1% | +33.7% | +36.2% |
| 3Y | +1,048.4% | -16.8% | +1,065.2% | +1,192.6% |
| All | +552.9% | -13.6% | +566.5% | +555.9% |
Cumulative growth
Daily Returns
Daily percentage return beside ROP.
Daily Out/Under-Performance
Portfolio return minus ROP return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ROP 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 ROP 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