-42.8%
APP vs PLD
-5.0%
-37.8%
-62.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | PLD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +10.7% | +1.8% | +8.9% | +10.9% |
| 7D | +4.5% | +4.9% | -0.4% | +5.3% |
| 30D | -3.6% | +2.6% | -6.2% | -3.3% |
| 3M | -35.3% | -4.8% | -30.5% | -35.9% |
| 6M | -42.8% | -3.9% | -38.9% | -39.7% |
| All | -42.8% | -5.0% | -37.8% | -39.7% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling