+282.2%
APH vs PLD
-0.1%
+282.2%
-28.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PLD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.1% | -1.2% | +5.4% | +4.6% |
| 7D | -5.9% | -0.8% | -5.1% | -5.6% |
| 30D | -14.8% | -0.3% | -14.5% | -14.8% |
| 3M | -12.4% | -8.0% | -4.4% | -9.4% |
| 6M | +8.1% | -9.8% | +17.9% | +12.0% |
| YTD | +10.9% | +1.8% | +9.2% | +8.8% |
| 1Y | +8.8% | +5.6% | +3.2% | +4.9% |
| 3Y | +262.1% | +33.3% | +228.8% | +201.5% |
| All | +282.2% | -0.1% | +282.2% | +251.8% |
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