PLTR (PLTR)

Daily ERM3 factor decomposition: how much of PLTR's variance is explained by the market, its sector, and its subsector — and the ETF notionals that would neutralize each layer.

Price
$131.08
Market cap
$337.3B
23-day vol
58.7%
Sector proxy
XLK
Subsector proxy
IGV

Risk DNA

40% of PLTR's variance is systematic (explainable by market, sector, and subsector factors); the rest is stock-specific.

Market 17.0%Sector 4.1%Subsector 19.1%Stock-specific 59.8%

ETF hedge ratios

Dollars of ETF to short per $1 of PLTR held — executable hedge weights, not regression betas. L1 hedges market only; L3 adds sector and subsector layers.

LevelMarket (SPY)Sector (XLK)Subsector (IGV)Explained risk
L1$-1.7617.0%
L2$-0.20$-0.9721.1%
L3$-0.77$0.05$-0.8740.2%

Data as of June 12, 2026. Updated daily from the ERM3 pipeline.

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