+23.8%
PLD vs APTV
-53.8%
+77.6%
-31.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | APTV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | +3.1% | -3.8% | -1.5% |
| 7D | -2.4% | +4.8% | -7.2% | -3.6% |
| 30D | -2.4% | +2.0% | -4.4% | -3.1% |
| 3M | -3.8% | -34.2% | +30.5% | +6.7% |
| 6M | 0.0% | -34.7% | +34.7% | +10.4% |
| YTD | +9.2% | -37.0% | +46.2% | +21.1% |
| 1Y | +25.9% | -40.4% | +66.3% | +41.8% |
| All | +23.8% | -53.8% | +77.6% | +46.3% |
Cumulative growth
Daily Returns
Daily percentage return beside APTV.
Daily Out/Under-Performance
Portfolio return minus APTV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × APTV 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 3y: compounded portfolio wealth divided by compounded APTV 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…
3y analysis · Full analysis span regression · 6 months rolling