+16.4%
APH vs PLD
+9.3%
+7.1%
-28.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PLD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.2% | +1.8% | -7.9% | -6.5% |
| 7D | -2.4% | +4.9% | -7.3% | -3.4% |
| 30D | -9.5% | +2.6% | -12.0% | -9.9% |
| 3M | -7.6% | -4.8% | -2.8% | -6.6% |
| 6M | +12.4% | -3.9% | +16.3% | +11.6% |
| YTD | +17.5% | +5.3% | +12.2% | +10.0% |
| 1Y | +16.4% | +9.3% | +7.1% | +9.0% |
| All | +16.4% | +9.3% | +7.1% | +9.0% |
Cumulative growth
Daily Returns
Daily percentage return beside PLD.
Daily Out/Under-Performance
Portfolio return minus PLD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PLD 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 PLD 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