+877.5%
APP vs PLD
+37.8%
+839.7%
-68.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PLD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.3% | -0.1% | +2.4% | +2.4% |
| 7D | +48.9% | -1.0% | +50.0% | +49.1% |
| 30D | +49.4% | -1.8% | +51.3% | +50.0% |
| 3M | +27.0% | -6.0% | +33.1% | +29.2% |
| 6M | -15.4% | -8.4% | -7.0% | -13.4% |
| YTD | -39.9% | +4.2% | -44.2% | -41.7% |
| 1Y | -32.0% | +6.2% | -38.2% | -34.5% |
| All | +877.5% | +37.8% | +839.7% | +663.9% |
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