+1.2%
PLD vs APA
+88.6%
-87.4%
-43.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | APA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +3.6% | -3.6% | -0.6% |
| 7D | -1.0% | +5.1% | -6.1% | -1.7% |
| 30D | -1.8% | +0.3% | -2.1% | -2.1% |
| 3M | -6.0% | +15.6% | -21.7% | -8.4% |
| 6M | -8.4% | +28.9% | -37.3% | -12.5% |
| YTD | +4.2% | +96.6% | -92.3% | -8.6% |
| 1Y | +6.2% | +95.5% | -89.3% | -7.0% |
| 3Y | +37.0% | +41.8% | -4.8% | +21.1% |
| 5Y | +1.2% | +85.4% | -84.2% | -12.6% |
| All | +1.2% | +88.6% | -87.4% | -12.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling