+649.9%
PLTR vs RY
+126.4%
+523.4%
-74.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | RY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | +0.6% | +1.6% | +1.6% |
| 7D | +0.4% | -3.0% | +3.4% | +3.7% |
| 30D | -17.5% | +6.3% | -23.8% | -22.4% |
| 3M | -1.5% | -2.6% | +1.1% | +0.7% |
| 6M | +25.9% | +13.9% | +12.0% | +6.9% |
| YTD | -3.0% | +21.7% | -24.7% | -23.9% |
| 1Y | -9.7% | +40.4% | -50.2% | -39.8% |
| 3Y | +776.5% | +161.3% | +615.1% | +186.0% |
| 5Y | +649.9% | +126.5% | +523.4% | +194.0% |
| All | +649.9% | +126.4% | +523.4% | +194.0% |
Cumulative growth
Daily Returns
Daily percentage return beside RY.
Daily Out/Under-Performance
Portfolio return minus RY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RY 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 RY 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