-0.7%
PLD vs KEYS
+59.1%
-59.8%
-43.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | KEYS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -2.2% | +2.2% | +0.7% |
| 7D | +1.3% | +9.4% | -8.0% | -1.3% |
| 30D | -1.4% | -16.8% | +15.4% | +3.5% |
| 3M | -8.2% | -15.9% | +7.7% | -4.4% |
| 6M | -8.0% | -17.6% | +9.6% | -4.6% |
| YTD | +3.2% | +46.5% | -43.4% | -15.2% |
| 1Y | +7.0% | +66.9% | -59.9% | -17.0% |
| 3Y | +38.3% | +141.4% | -103.1% | -12.7% |
| All | -0.7% | +59.1% | -59.8% | -27.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling