+11.6%
PLTR vs XLK
+44.7%
-33.0%
-48.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | XLK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.5% | +0.7% | -5.2% | -5.2% |
| 7D | -6.4% | +0.9% | -7.3% | -7.2% |
| 30D | +10.0% | +0.7% | +9.3% | +9.3% |
| 3M | +23.0% | -2.9% | +26.0% | +25.9% |
| 6M | +13.8% | +34.3% | -20.5% | -23.7% |
| YTD | -1.9% | +30.4% | -32.3% | -31.5% |
| 1Y | +11.6% | +43.4% | -31.7% | -27.3% |
| All | +11.6% | +44.7% | -33.0% | -27.3% |
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