+1,735.1%
PLTR vs RTX
+298.0%
+1,437.0%
-84.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RTX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.5% | -0.7% | -3.8% | -4.2% |
| 7D | -6.4% | -5.2% | -1.3% | -4.3% |
| 30D | +10.0% | -9.4% | +19.4% | +14.5% |
| 3M | +23.0% | +12.3% | +10.7% | +16.8% |
| 6M | +13.8% | -3.1% | +16.9% | +14.6% |
| YTD | -1.9% | +10.7% | -12.6% | -6.8% |
| 1Y | +11.6% | +28.4% | -16.8% | -0.8% |
| 3Y | +1,048.4% | +147.1% | +901.4% | +664.7% |
| 5Y | +554.4% | +167.2% | +387.1% | +335.0% |
| All | +1,735.1% | +298.0% | +1,437.0% | +1,148.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling