+231.7%
PLD vs APA
0.0%
+231.6%
-43.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | APA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | +2.6% | -3.9% | -1.6% |
| 7D | -0.8% | -15.5% | +14.7% | +1.2% |
| 30D | -0.3% | +2.4% | -2.7% | -0.7% |
| 3M | -8.0% | +22.8% | -30.8% | -10.7% |
| 6M | -9.8% | +17.9% | -27.7% | -12.3% |
| YTD | +1.8% | +87.7% | -85.9% | -7.6% |
| 1Y | +5.6% | +94.2% | -88.6% | -4.6% |
| 3Y | +33.3% | +27.2% | +6.1% | +23.8% |
| 5Y | +0.3% | +74.1% | -73.9% | -12.2% |
| All | +231.7% | 0.0% | +231.6% | +160.9% |
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