+1,747.8%
PLD vs APA
+294.6%
+1,453.2%
-84.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | APA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -3.2% | +2.5% | 0.0% |
| 7D | -2.4% | +0.5% | -2.9% | -2.5% |
| 30D | -2.4% | +23.4% | -25.8% | -7.3% |
| 3M | -3.8% | +12.7% | -16.5% | -7.0% |
| 6M | 0.0% | +39.4% | -39.4% | -9.2% |
| YTD | +9.2% | +79.0% | -69.7% | -6.8% |
| 1Y | +25.9% | +88.8% | -62.9% | +5.3% |
| 3Y | +21.3% | +6.4% | +14.9% | +11.9% |
| 5Y | +14.1% | +153.0% | -138.9% | -20.0% |
| 10Y | +237.9% | +7.5% | +230.3% | +120.7% |
| All | +1,747.8% | +294.6% | +1,453.2% | +1,063.1% |
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