+470.6%
PLD vs APO
+1,518.9%
-1,048.3%
-43.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | APO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -0.4% | -0.8% | -1.1% |
| 7D | -0.8% | +0.8% | -1.6% | -1.2% |
| 30D | -0.3% | +1.0% | -1.3% | -0.8% |
| 3M | -8.0% | -8.4% | +0.4% | -6.0% |
| 6M | -9.8% | -9.1% | -0.7% | -8.0% |
| YTD | +1.8% | -18.3% | +20.1% | +6.3% |
| 1Y | +5.6% | -8.0% | +13.6% | +6.0% |
| 3Y | +33.3% | +47.1% | -13.8% | +10.9% |
| 5Y | +0.3% | +67.2% | -66.9% | -22.4% |
| 10Y | +241.6% | +871.8% | -630.2% | +43.1% |
| All | +470.6% | +1,518.9% | -1,048.3% | +72.5% |
Cumulative growth
Daily Returns
Daily percentage return beside APO.
Daily Out/Under-Performance
Portfolio return minus APO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × APO 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 APO 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