+231.7%
PLD vs ALK
-41.7%
+273.4%
-43.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ALK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | +0.6% | -1.9% | -1.4% |
| 7D | -0.8% | +9.0% | -9.8% | -2.8% |
| 30D | -0.3% | -1.6% | +1.4% | -0.2% |
| 3M | -8.0% | -23.2% | +15.2% | -3.1% |
| 6M | -9.8% | -3.9% | -5.9% | -10.5% |
| YTD | +1.8% | -22.6% | +24.4% | +4.9% |
| 1Y | +5.6% | -5.3% | +10.9% | +3.6% |
| 3Y | +33.3% | +18.6% | +14.7% | +19.4% |
| 5Y | +0.3% | -34.4% | +34.7% | +0.6% |
| All | +231.7% | -41.7% | +273.4% | +195.5% |
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