+1.5%
PLD vs KEY
+12.4%
-10.8%
-43.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | KEY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | -2.7% | +0.6% | -1.4% |
| 7D | +0.4% | -2.5% | +2.9% | +1.1% |
| 30D | -0.1% | +4.1% | -4.2% | -1.2% |
| 3M | -7.9% | -8.4% | +0.4% | -5.7% |
| 6M | -7.0% | -2.3% | -4.7% | -6.5% |
| YTD | +3.1% | +4.6% | -1.5% | +1.4% |
| 1Y | +7.1% | +24.6% | -17.5% | +0.2% |
| 3Y | +32.9% | +112.8% | -79.9% | +6.1% |
| 5Y | +1.5% | +12.9% | -11.4% | -7.9% |
| All | +1.5% | +12.4% | -10.8% | -7.9% |
Cumulative growth
Daily Returns
Daily percentage return beside KEY.
Daily Out/Under-Performance
Portfolio return minus KEY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × KEY 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 KEY 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