+81.6%
KO vs PLD
+16.6%
+65.0%
-17.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PLD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | +0.8% | -0.5% | +0.2% |
| 7D | +0.4% | -0.9% | +1.3% | +0.6% |
| 30D | +1.5% | -1.2% | +2.7% | +1.7% |
| 3M | +11.8% | -2.3% | +14.1% | +12.2% |
| 6M | +16.2% | +4.5% | +11.7% | +15.0% |
| YTD | +28.1% | +10.1% | +17.9% | +25.3% |
| 1Y | +34.8% | +25.9% | +8.9% | +28.2% |
| 3Y | +65.5% | +24.4% | +41.0% | +55.5% |
| 5Y | +81.6% | +15.5% | +66.1% | +72.7% |
| All | +81.6% | +16.6% | +65.0% | +72.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling