+1,735.1%
PLTR vs RY
+267.1%
+1,468.0%
-84.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.5% | -0.7% | -3.8% | -3.8% |
| 7D | -6.4% | +3.1% | -9.5% | -9.1% |
| 30D | +10.0% | -0.3% | +10.4% | +10.0% |
| 3M | +23.0% | +8.7% | +14.4% | +11.9% |
| 6M | +13.8% | +28.5% | -14.7% | -13.2% |
| YTD | -1.9% | +25.1% | -27.0% | -23.0% |
| 1Y | +11.6% | +46.3% | -34.6% | -25.1% |
| 3Y | +1,048.4% | +154.9% | +893.5% | +343.0% |
| 5Y | +554.4% | +140.3% | +414.1% | +173.0% |
| All | +1,735.1% | +267.1% | +1,468.0% | +678.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling