+11.6%
PLTR vs ROST
+54.0%
-42.3%
-48.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ROST | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.5% | -0.4% | -4.1% | -4.5% |
| 7D | -6.4% | +0.9% | -7.4% | -6.5% |
| 30D | +10.0% | -8.9% | +18.9% | +10.8% |
| 3M | +23.0% | -0.8% | +23.9% | +22.5% |
| 6M | +13.8% | +8.5% | +5.3% | +9.6% |
| YTD | -1.9% | +28.6% | -30.5% | -10.3% |
| 1Y | +11.6% | +52.3% | -40.7% | +0.2% |
| All | +11.6% | +54.0% | -42.3% | +0.2% |
Cumulative growth
Daily Returns
Daily percentage return beside ROST.
Daily Out/Under-Performance
Portfolio return minus ROST return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ROST 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 ROST 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