+224.2%
KO vs PLD
+269.0%
-44.8%
-37.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PLD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -0.1% | +0.7% | +0.7% |
| 7D | +1.8% | -1.0% | +2.9% | +2.1% |
| 30D | +8.7% | -1.8% | +10.5% | +9.2% |
| 3M | +13.5% | -6.0% | +19.5% | +15.6% |
| 6M | +25.6% | -8.4% | +34.0% | +28.6% |
| YTD | +42.3% | +4.2% | +38.0% | +39.6% |
| 1Y | +39.9% | +6.2% | +33.7% | +36.4% |
| 3Y | +87.5% | +37.0% | +50.6% | +62.6% |
| 5Y | +99.1% | +1.2% | +97.9% | +89.0% |
| 10Y | +224.2% | +272.2% | -48.0% | +94.9% |
| All | +224.2% | +269.0% | -44.8% | +94.9% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling