+122.9%
APH vs PLD
+14.8%
+108.1%
-53.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PLD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -47.8% | -1.8% | -45.9% | -47.0% |
| 7D | -48.7% | -3.2% | -45.5% | -47.6% |
| 30D | -51.9% | -2.4% | -49.5% | -51.1% |
| 3M | -43.6% | -3.8% | -39.8% | -42.6% |
| 6M | -37.5% | 0.0% | -37.6% | -37.6% |
| YTD | -38.6% | +9.2% | -47.9% | -41.1% |
| 1Y | -26.3% | +25.9% | -52.2% | -33.7% |
| 3Y | +89.2% | +21.3% | +67.9% | +68.0% |
| All | +122.9% | +14.8% | +108.1% | +105.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling