PLTR — factor decomposition (Technology)

How much of PLTR's move over the window is systematic (market, XLK sector-excess, rate-excess via TLT) vs. idiosyncratic (stock-specific).

Return decomposition (log-return points, additive)

Market+33.73ppSector (excess)-0.00ppRate (excess)-0.00ppIdiosyncratic-39.79pp

Factor betas

Beta · Market (SPY)+1.64
Beta · Sector-excess (XLK)+0.45
Beta · Rate-excess (TLT)-0.52
0.18
Window2025-06-30 → 2026-07-31 (274 trading days)

Read

Moderate confidence: R² is 0.18 — these three factors explain some but not most of PLTR's day-to-day variance. Treat the split below as directional.

Note: the net move here (-6.1pp) is small relative to the systematic and idiosyncratic swings underneath it — they're largely offsetting each other, which is why the idiosyncratic share below exceeds 100% (it's dividing by a small net, not an error). Read the pp values themselves as the meaningful numbers here, not the ratio.

Of PLTR's -6.1pp move over this window, -39.8pp (657% of the total magnitude) is idiosyncratic — not explained by riding market, sector, or rate moves. The rest (+33.7pp) came from systematic exposure: market +33.7pp, sector -0.0pp, rate -0.0pp.