+20,275.2%
APH vs PLD
+1,606.2%
+18,669.0%
-63.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PLD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -9.3% | -2.1% | -7.2% | -8.5% |
| 7D | -12.7% | +0.4% | -13.1% | -12.8% |
| 30D | -19.2% | -0.1% | -19.1% | -19.2% |
| 3M | -16.7% | -7.9% | -8.7% | -14.1% |
| 6M | +5.1% | -7.0% | +12.1% | +7.3% |
| YTD | +6.6% | +3.1% | +3.5% | +4.6% |
| 1Y | +3.9% | +7.1% | -3.2% | +0.5% |
| 3Y | +246.0% | +32.9% | +213.1% | +202.6% |
| 5Y | +268.0% | +1.5% | +266.4% | +251.9% |
| 10Y | +868.2% | +245.9% | +622.3% | +485.2% |
| All | +20,275.2% | +1,606.2% | +18,669.0% | +6,098.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling