+239.1%
BKR vs PLD
+1,708.5%
-1,469.5%
-83.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PLD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -0.7% | +0.5% | +0.1% |
| 7D | +1.7% | -2.4% | +4.1% | +2.7% |
| 30D | +3.3% | -2.4% | +5.8% | +4.2% |
| 3M | -3.6% | -3.8% | +0.2% | -2.6% |
| 6M | +5.0% | 0.0% | +5.0% | +4.4% |
| YTD | +40.9% | +9.2% | +31.7% | +35.1% |
| 1Y | +39.2% | +25.9% | +13.3% | +26.0% |
| 3Y | +83.7% | +21.3% | +62.4% | +65.7% |
| 5Y | +207.5% | +14.1% | +193.4% | +176.3% |
| 10Y | +136.3% | +237.9% | -101.5% | +36.5% |
| All | +239.1% | +1,708.5% | -1,469.5% | -24.4% |
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