+32.7%
KO vs PLD
+25.1%
+7.6%
-7.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PLD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -2.0% | +1.1% | -0.5% |
| 7D | -0.8% | -0.7% | -0.1% | -0.6% |
| 30D | +0.8% | -2.2% | +3.0% | +1.2% |
| 3M | +8.3% | -7.4% | +15.7% | +9.6% |
| 6M | +14.0% | +1.9% | +12.1% | +13.8% |
| YTD | +26.9% | +7.9% | +19.0% | +25.8% |
| All | +32.7% | +25.1% | +7.6% | +31.9% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling