+531.1%
PLTR vs RRX
+14.8%
+516.4%
-79.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | RRX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | -1.9% | -0.2% | -1.5% |
| 7D | -9.1% | -3.7% | -5.4% | -7.9% |
| 30D | -5.2% | -9.3% | +4.1% | -2.1% |
| 3M | +27.4% | -21.8% | +49.2% | +36.2% |
| 6M | +9.7% | -22.0% | +31.7% | +14.3% |
| YTD | -6.7% | +11.9% | -18.6% | -19.7% |
| 1Y | -0.5% | +11.6% | -12.1% | -15.2% |
| 3Y | +996.2% | +2.2% | +994.1% | +832.9% |
| 5Y | +531.1% | +14.9% | +516.3% | +396.6% |
| All | +531.1% | +14.8% | +516.4% | +396.6% |
Cumulative growth
Daily Returns
Daily percentage return beside RRX.
Daily Out/Under-Performance
Portfolio return minus RRX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RRX 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 RRX 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