+531.1%
PLTR vs XLK
+141.8%
+389.3%
-79.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | XLK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | -1.4% | -0.8% | -0.2% |
| 7D | -9.1% | -0.4% | -8.7% | -8.7% |
| 30D | -5.2% | -0.5% | -4.7% | -4.7% |
| 3M | +27.4% | +5.0% | +22.4% | +16.6% |
| 6M | +9.7% | +32.9% | -23.1% | -30.3% |
| YTD | -6.7% | +29.0% | -35.7% | -38.2% |
| 1Y | -0.5% | +37.8% | -38.4% | -39.8% |
| 3Y | +996.2% | +118.7% | +877.6% | +235.9% |
| 5Y | +531.1% | +145.6% | +385.6% | +73.3% |
| All | +531.1% | +141.8% | +389.3% | +73.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling