+257.2%
PLD vs ALK
-45.9%
+303.1%
-43.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ALK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -1.5% | +1.6% | +0.4% |
| 7D | +1.3% | -1.2% | +2.5% | +1.6% |
| 30D | -1.4% | +7.7% | -9.1% | -3.2% |
| 3M | -8.2% | -19.0% | +10.8% | -4.3% |
| 6M | -8.0% | -0.2% | -7.8% | -9.5% |
| YTD | +3.2% | -23.5% | +26.7% | +6.6% |
| 1Y | +7.0% | -9.1% | +16.1% | +6.0% |
| 3Y | +38.3% | +12.0% | +26.3% | +25.4% |
| 5Y | +0.2% | -30.9% | +31.0% | -0.6% |
| All | +257.2% | -45.9% | +303.1% | +222.1% |
Cumulative growth
Daily Returns
Daily percentage return beside ALK.
Daily Out/Under-Performance
Portfolio return minus ALK return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ALK 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 10y: compounded portfolio wealth divided by compounded ALK 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…
10y analysis · Full analysis span regression · 6 months rolling