+236.9%
PLD vs APA
+7.4%
+229.6%
-43.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | APA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -3.2% | +2.5% | -0.3% |
| 7D | -2.4% | +0.5% | -2.9% | -2.5% |
| 30D | -2.4% | +23.4% | -25.8% | -5.1% |
| 3M | -3.8% | +12.7% | -16.5% | -5.5% |
| 6M | 0.0% | +39.4% | -39.4% | -5.2% |
| YTD | +9.2% | +79.0% | -69.7% | 0.0% |
| 1Y | +25.9% | +88.8% | -62.9% | +14.1% |
| 3Y | +21.3% | +6.4% | +14.9% | +15.4% |
| 5Y | +14.1% | +153.0% | -138.9% | -4.2% |
| All | +236.9% | +7.4% | +229.6% | +159.5% |
Cumulative growth
Daily Returns
Daily percentage return beside APA.
Daily Out/Under-Performance
Portfolio return minus APA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × APA 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 APA 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