+680.8%
PLD vs APTV
+194.6%
+486.2%
-43.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | APTV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | +3.1% | -3.8% | -1.6% |
| 7D | -2.4% | +4.8% | -7.2% | -3.7% |
| 30D | -2.4% | +2.0% | -4.4% | -3.2% |
| 3M | -3.8% | -34.2% | +30.5% | +7.3% |
| 6M | 0.0% | -34.7% | +34.7% | +10.6% |
| YTD | +9.2% | -37.0% | +46.2% | +21.5% |
| 1Y | +25.9% | -40.4% | +66.3% | +42.0% |
| 3Y | +21.3% | -54.1% | +75.4% | +43.1% |
| 5Y | +14.1% | -68.0% | +82.1% | +43.6% |
| 10Y | +237.9% | -15.5% | +253.4% | +190.2% |
| All | +680.8% | +194.6% | +486.2% | +245.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling