+16.3%
PLD vs KEEL
-39.1%
+55.4%
-43.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | KEEL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | -0.5% | -1.5% | -2.0% |
| 7D | -0.7% | +19.3% | -20.0% | -1.8% |
| 30D | -2.2% | +9.1% | -11.4% | -3.0% |
| 3M | -7.4% | -31.5% | +24.2% | -6.1% |
| 6M | +1.9% | +75.8% | -73.9% | -3.9% |
| YTD | +7.9% | +57.9% | -50.0% | +1.8% |
| 1Y | +25.1% | +133.3% | -108.3% | +12.4% |
| 3Y | +21.9% | +204.1% | -182.2% | -0.6% |
| 5Y | +16.3% | -37.5% | +53.8% | -1.2% |
| All | +16.3% | -39.1% | +55.4% | -1.2% |
Cumulative growth
Daily Returns
Daily percentage return beside KEEL.
Daily Out/Under-Performance
Portfolio return minus KEEL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × KEEL 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 5y: compounded portfolio wealth divided by compounded KEEL 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…
5y analysis · Full analysis span regression · 6 months rolling