+34.9%
PLD vs ALK
+15.2%
+19.7%
-31.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ALK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | -3.2% | +1.1% | -1.5% |
| 7D | +0.4% | +7.1% | -6.6% | -1.0% |
| 30D | -0.1% | -3.0% | +2.9% | +0.3% |
| 3M | -7.9% | -25.6% | +17.7% | -3.0% |
| 6M | -7.0% | +0.5% | -7.5% | -8.6% |
| YTD | +3.1% | -23.1% | +26.1% | +5.8% |
| 1Y | +7.1% | -7.5% | +14.6% | +5.4% |
| All | +34.9% | +15.2% | +19.7% | +24.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling