+234.3%
PLD vs ALK
-35.2%
+269.4%
-43.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ALK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | +1.5% | -2.3% | -1.1% |
| 7D | -2.4% | -0.7% | -1.7% | -2.3% |
| 30D | -2.4% | -19.2% | +16.8% | +2.1% |
| 3M | -3.8% | -1.5% | -2.3% | -4.4% |
| 6M | 0.0% | -13.1% | +13.1% | +1.3% |
| YTD | +9.2% | -16.4% | +25.7% | +11.2% |
| 1Y | +25.9% | -33.1% | +59.0% | +34.1% |
| 3Y | +21.3% | +0.6% | +20.7% | +13.3% |
| 5Y | +14.1% | -26.4% | +40.5% | +11.7% |
| All | +234.3% | -35.2% | +269.4% | +176.8% |
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