+1,677.1%
PLTR vs RTX
+297.0%
+1,380.1%
-84.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RTX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +2.0% | -2.2% | -1.0% |
| 7D | -3.8% | -1.7% | -2.0% | -3.0% |
| 30D | -19.2% | +7.7% | -26.9% | -21.8% |
| 3M | -3.7% | -10.3% | +6.7% | +0.5% |
| 6M | +22.5% | +14.6% | +7.9% | +15.0% |
| YTD | -5.0% | +10.4% | -15.4% | -9.9% |
| 1Y | -12.8% | +13.5% | -26.3% | -18.2% |
| 3Y | +758.3% | +158.6% | +599.7% | +461.8% |
| 5Y | +649.6% | +147.3% | +502.4% | +401.8% |
| All | +1,677.1% | +297.0% | +1,380.1% | +1,107.7% |
Cumulative growth
Daily Returns
Daily percentage return beside RTX.
Daily Out/Under-Performance
Portfolio return minus RTX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RTX 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 RTX 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