-10.0%
PLTR vs XLK
+19.7%
-29.7%
-44.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | XLK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | 0.0% | -2.1% | -2.1% |
| 7D | -12.8% | -7.6% | -5.2% | -6.0% |
| 30D | -9.3% | -12.2% | +2.8% | +2.4% |
| 3M | +5.6% | -5.5% | +11.0% | +11.3% |
| 6M | +17.6% | +9.2% | +8.4% | +2.9% |
| YTD | -3.4% | +23.0% | -26.4% | -27.9% |
| 1Y | -10.0% | +20.7% | -30.7% | -30.1% |
| All | -10.0% | +19.7% | -29.7% | -30.1% |
Cumulative growth
Daily Returns
Daily percentage return beside XLK.
Daily Out/Under-Performance
Portfolio return minus XLK return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × XLK 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 XLK 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