+844.5%
APH vs PLD
+240.5%
+604.0%
-37.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PLD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -9.3% | -2.1% | -7.2% | -8.3% |
| 7D | -12.7% | +0.4% | -13.1% | -12.9% |
| 30D | -19.2% | -0.1% | -19.1% | -19.2% |
| 3M | -16.7% | -7.9% | -8.7% | -13.5% |
| 6M | +5.1% | -7.0% | +12.1% | +7.8% |
| YTD | +6.6% | +3.1% | +3.5% | +3.9% |
| 1Y | +3.9% | +7.1% | -3.2% | -0.6% |
| 3Y | +246.0% | +32.9% | +213.1% | +187.6% |
| 5Y | +268.0% | +1.5% | +266.4% | +244.1% |
| All | +844.5% | +240.5% | +604.0% | +437.6% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling