+4.4%
PLTR vs RTX
+30.5%
-26.1%
-48.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | RTX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -0.6% | +0.2% | -0.3% |
| 7D | 0.0% | -1.6% | +1.7% | +0.6% |
| 30D | -3.3% | -11.6% | +8.3% | +0.2% |
| 3M | +28.4% | +9.2% | +19.2% | +24.8% |
| 6M | +8.4% | -4.4% | +12.8% | +10.6% |
| YTD | -4.6% | +8.9% | -13.5% | -7.4% |
| 1Y | +4.4% | +32.1% | -27.7% | -1.0% |
| All | +4.4% | +30.5% | -26.1% | -1.0% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling