+82.1%
KRE vs PLD
+31.5%
+50.6%
-28.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PLD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -1.2% | +1.1% | +0.5% |
| 7D | +0.3% | -0.8% | +1.1% | +0.7% |
| 30D | +4.8% | -0.3% | +5.1% | +4.8% |
| 3M | -5.1% | -8.0% | +3.0% | -1.0% |
| 6M | +3.3% | -9.8% | +13.1% | +8.4% |
| YTD | +13.3% | +1.8% | +11.6% | +11.0% |
| 1Y | +22.9% | +5.6% | +17.3% | +17.8% |
| 3Y | +82.1% | +33.3% | +48.8% | +38.3% |
| All | +82.1% | +31.5% | +50.6% | +38.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling