+1.7%
PLTR vs XLK
+38.8%
-37.0%
-48.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | XLK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +1.3% | -0.5% | -0.5% |
| 7D | -4.1% | +0.2% | -4.3% | -4.3% |
| 30D | -2.2% | -0.6% | -1.6% | -1.6% |
| 3M | +27.6% | +2.6% | +25.0% | +23.1% |
| 6M | +10.3% | +34.0% | -23.7% | -25.5% |
| YTD | -5.9% | +30.7% | -36.6% | -34.4% |
| 1Y | +1.7% | +39.2% | -37.5% | -32.2% |
| All | +1.7% | +38.8% | -37.0% | -32.2% |
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