+512.4%
PLD vs APO
+1,753.5%
-1,241.1%
-43.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | APO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -0.6% | -0.1% | -0.5% |
| 7D | -2.4% | -1.0% | -1.4% | -2.1% |
| 30D | -2.4% | +3.5% | -5.9% | -3.7% |
| 3M | -3.8% | +4.5% | -8.3% | -5.7% |
| 6M | 0.0% | +22.8% | -22.8% | -7.2% |
| YTD | +9.2% | -6.5% | +15.7% | +9.7% |
| 1Y | +25.9% | +0.8% | +25.1% | +22.8% |
| 3Y | +21.3% | +62.0% | -40.7% | -1.8% |
| 5Y | +14.1% | +138.2% | -124.1% | -21.2% |
| 10Y | +237.9% | +940.3% | -702.4% | +38.9% |
| All | +512.4% | +1,753.5% | -1,241.1% | +78.0% |
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