+484.7%
PLD vs APO
+1,601.9%
-1,117.2%
-43.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | APO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +0.4% | -0.8% | -0.5% |
| 7D | +0.8% | +8.1% | -7.3% | -1.7% |
| 30D | +0.5% | +3.4% | -3.0% | -0.8% |
| 3M | -5.5% | -6.6% | +1.1% | -3.9% |
| 6M | -8.3% | -7.1% | -1.3% | -7.1% |
| YTD | +4.3% | -14.1% | +18.4% | +7.3% |
| 1Y | +7.4% | -4.7% | +12.1% | +6.7% |
| 3Y | +37.1% | +51.3% | -14.3% | +13.1% |
| 5Y | +1.3% | +82.7% | -81.4% | -23.8% |
| 10Y | +267.4% | +845.7% | -578.3% | +55.4% |
| All | +484.7% | +1,601.9% | -1,117.2% | +74.0% |
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