+1,621.7%
PLD vs APA
+313.8%
+1,307.9%
-84.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | APA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | +2.6% | -3.9% | -1.8% |
| 7D | -0.8% | -15.5% | +14.7% | +2.8% |
| 30D | -0.3% | +2.4% | -2.7% | -1.1% |
| 3M | -8.0% | +22.8% | -30.8% | -12.9% |
| 6M | -9.8% | +17.9% | -27.7% | -14.4% |
| YTD | +1.8% | +87.7% | -85.9% | -14.5% |
| 1Y | +5.6% | +94.2% | -88.6% | -12.2% |
| 3Y | +33.3% | +27.2% | +6.1% | +17.5% |
| 5Y | +0.3% | +74.1% | -73.9% | -22.7% |
| 10Y | +241.6% | +2.6% | +239.0% | +128.4% |
| All | +1,621.7% | +313.8% | +1,307.9% | +966.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling