+96.8%
KO vs PLD
+1.8%
+95.0%
-17.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PLD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +2.8% | -2.5% | -0.2% |
| 7D | +0.2% | +0.7% | -0.5% | +0.1% |
| 30D | +9.1% | +0.8% | +8.2% | +8.8% |
| 3M | +11.0% | -6.1% | +17.1% | +12.3% |
| 6M | +24.0% | -8.0% | +32.0% | +25.9% |
| YTD | +40.0% | +4.7% | +35.4% | +38.3% |
| 1Y | +39.7% | +7.2% | +32.5% | +37.3% |
| 3Y | +84.8% | +39.2% | +45.5% | +67.6% |
| 5Y | +96.8% | +1.9% | +94.9% | +80.8% |
| All | +96.8% | +1.8% | +95.0% | +80.8% |
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