+16.2%
KRE vs PLD
+27.5%
-11.3%
-15.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PLD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | +0.8% | -2.1% | -1.6% |
| 7D | +2.3% | -0.9% | +3.2% | +2.6% |
| 30D | -2.5% | -1.2% | -1.3% | -2.1% |
| 3M | +6.2% | -2.3% | +8.5% | +6.8% |
| 6M | +15.8% | +4.5% | +11.3% | +12.6% |
| YTD | +16.0% | +10.1% | +5.9% | +10.3% |
| 1Y | +16.2% | +25.9% | -9.7% | +5.2% |
| All | +16.2% | +27.5% | -11.3% | +5.2% |
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