-0.7%
PLD vs APA
+94.1%
-94.8%
-43.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | APA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +1.6% | -1.5% | -0.1% |
| 7D | +1.3% | +8.5% | -7.2% | +0.2% |
| 30D | -1.4% | +2.8% | -4.1% | -2.0% |
| 3M | -8.2% | +21.7% | -29.9% | -11.1% |
| 6M | -8.0% | +32.6% | -40.6% | -12.5% |
| YTD | +3.2% | +103.7% | -100.5% | -10.0% |
| 1Y | +7.0% | +101.8% | -94.8% | -6.6% |
| 3Y | +38.3% | +48.1% | -9.8% | +21.5% |
| All | -0.7% | +94.1% | -94.8% | -14.7% |
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