+9.3%
PLD vs KDP
+41.3%
-32.1%
-16.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | KDP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | +5.9% | -4.1% | +0.9% |
| 7D | +4.9% | +5.3% | -0.4% | +4.0% |
| 30D | +2.6% | +19.1% | -16.5% | -0.3% |
| 3M | -4.8% | +19.2% | -23.9% | -7.5% |
| 6M | -3.9% | +29.3% | -33.2% | -8.2% |
| YTD | +5.3% | +35.5% | -30.2% | -0.7% |
| 1Y | +9.3% | +43.5% | -34.2% | +2.5% |
| All | +9.3% | +41.3% | -32.1% | +2.5% |
Cumulative growth
Daily Returns
Daily percentage return beside KDP.
Daily Out/Under-Performance
Portfolio return minus KDP return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × KDP 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 1y: compounded portfolio wealth divided by compounded KDP 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…
1y analysis · Full analysis span regression · 6 months rolling