+90.5%
APH vs PLD
+21.6%
+68.9%
-53.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PLD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -47.8% | -1.8% | -45.9% | -47.1% |
| 7D | -48.7% | -3.2% | -45.5% | -47.8% |
| 30D | -51.9% | -2.4% | -49.5% | -51.2% |
| 3M | -43.6% | -3.8% | -39.8% | -42.7% |
| 6M | -37.5% | 0.0% | -37.6% | -37.6% |
| YTD | -38.6% | +9.2% | -47.9% | -40.6% |
| 1Y | -26.3% | +25.9% | -52.2% | -32.2% |
| All | +90.5% | +21.6% | +68.9% | +69.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling