+23,407.1%
APH vs PLD
+1,708.5%
+21,698.6%
-63.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1990-01-01 to 2026-09-04.
| Period | Portfolio | PLD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -0.7% | +1.6% | +1.1% |
| 7D | +5.0% | -2.4% | +7.3% | +5.9% |
| 30D | -3.9% | -2.4% | -1.4% | -3.0% |
| 3M | +13.0% | -3.8% | +16.8% | +14.0% |
| 6M | +25.2% | 0.0% | +25.1% | +24.5% |
| YTD | +22.9% | +9.2% | +13.7% | +18.2% |
| 1Y | +47.8% | +25.9% | +21.9% | +34.5% |
| 3Y | +283.0% | +21.3% | +261.7% | +246.4% |
| 5Y | +349.7% | +14.1% | +335.5% | +311.7% |
| 10Y | +1,061.2% | +237.9% | +823.4% | +606.2% |
| All | +23,407.1% | +1,708.5% | +21,698.6% | +6,901.4% |
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 1990-01-01 to 2026-09-04: 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…
1990-01-01 to 2026-09-04 analysis · Full analysis span regression · 6 months rolling