+243.5%
PLD vs KEYS
+1,049.9%
-806.4%
-43.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | KEYS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | +4.0% | -3.0% | -0.3% |
| 7D | -1.2% | +3.5% | -4.7% | -2.3% |
| 30D | -3.5% | -4.5% | +0.9% | -2.3% |
| 3M | -7.1% | -0.4% | -6.7% | -8.2% |
| 6M | +2.6% | +19.1% | -16.6% | -5.2% |
| YTD | +8.0% | +66.7% | -58.7% | -12.9% |
| 1Y | +22.1% | +96.5% | -74.4% | -8.1% |
| 3Y | +22.3% | +155.2% | -132.9% | -18.4% |
| 5Y | +17.3% | +88.0% | -70.7% | -14.4% |
| All | +243.5% | +1,049.9% | -806.4% | +44.4% |
Cumulative growth
Daily Returns
Daily percentage return beside KEYS.
Daily Out/Under-Performance
Portfolio return minus KEYS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × KEYS 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 10y: compounded portfolio wealth divided by compounded KEYS 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…
10y analysis · Full analysis span regression · 6 months rolling