+1,684.5%
PLTR vs YUM
+78.2%
+1,606.3%
-84.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | YUM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -2.4% | +2.0% | +0.4% |
| 7D | 0.0% | -3.6% | +3.6% | +1.3% |
| 30D | -3.3% | +0.4% | -3.6% | -3.5% |
| 3M | +28.4% | -3.8% | +32.1% | +29.5% |
| 6M | +8.4% | -8.3% | +16.7% | +10.9% |
| YTD | -4.6% | -2.6% | -2.0% | -5.5% |
| 1Y | +4.4% | +1.5% | +2.9% | +0.5% |
| 3Y | +1,020.5% | +21.6% | +998.9% | +855.6% |
| 5Y | +548.8% | +23.5% | +525.3% | +405.7% |
| All | +1,684.5% | +78.2% | +1,606.3% | +1,554.8% |
Cumulative growth
Daily Returns
Daily percentage return beside YUM.
Daily Out/Under-Performance
Portfolio return minus YUM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × YUM 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 YUM 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