+39.2%
PLD vs APA
+34.8%
+4.5%
-31.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | APA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.8% | -0.2% | +3.0% | +2.9% |
| 7D | +0.7% | -8.7% | +9.4% | +1.8% |
| 30D | +0.8% | -2.4% | +3.2% | +0.9% |
| 3M | -6.1% | +19.0% | -25.1% | -8.8% |
| 6M | -8.0% | +26.8% | -34.8% | -11.9% |
| YTD | +4.7% | +87.3% | -82.7% | -9.0% |
| 1Y | +7.2% | +92.3% | -85.1% | -7.5% |
| 3Y | +39.2% | +37.3% | +2.0% | +21.3% |
| All | +39.2% | +34.8% | +4.5% | +21.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling