+16.5%
APH vs PLD
+6.9%
+9.5%
-28.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PLD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | +0.1% | -1.8% | -1.8% |
| 7D | +4.9% | +1.3% | +3.5% | +4.5% |
| 30D | -5.4% | -1.4% | -4.0% | -5.0% |
| 3M | -5.5% | -8.2% | +2.7% | -3.7% |
| 6M | +25.9% | -8.0% | +33.9% | +27.3% |
| YTD | +16.4% | +3.2% | +13.2% | +9.7% |
| 1Y | +16.5% | +7.0% | +9.5% | +9.8% |
| All | +16.5% | +6.9% | +9.5% | +9.8% |
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