+1,025.6%
PLTR vs RTX
+150.3%
+875.3%
-48.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | RTX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | -1.0% | -1.3% | -1.9% |
| 7D | -5.3% | -3.1% | -2.3% | -4.2% |
| 30D | -1.0% | -10.6% | +9.6% | +3.0% |
| 3M | +24.8% | +11.6% | +13.1% | +19.5% |
| 6M | +8.4% | -4.5% | +12.9% | +10.0% |
| YTD | -4.2% | +9.6% | -13.8% | -8.0% |
| 1Y | +9.1% | +30.8% | -21.7% | -2.4% |
| 3Y | +1,025.6% | +152.8% | +872.7% | +710.8% |
| All | +1,025.6% | +150.3% | +875.3% | +710.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling