+272.2%
PLD vs KKR
+717.5%
-445.3%
-43.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | KKR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -0.8% | +0.7% | +0.2% |
| 7D | -1.0% | -1.3% | +0.3% | -0.6% |
| 30D | -1.8% | +9.3% | -11.2% | -5.0% |
| 3M | -6.0% | -9.8% | +3.8% | -3.1% |
| 6M | -8.4% | +1.0% | -9.4% | -9.6% |
| YTD | +4.2% | -21.1% | +25.3% | +10.8% |
| 1Y | +6.2% | -17.0% | +23.2% | +10.4% |
| 3Y | +37.0% | +60.6% | -23.6% | +4.7% |
| 5Y | +1.2% | +33.6% | -32.4% | -20.4% |
| 10Y | +272.2% | +687.0% | -414.8% | +66.8% |
| All | +272.2% | +717.5% | -445.3% | +66.8% |
Cumulative growth
Daily Returns
Daily percentage return beside KKR.
Daily Out/Under-Performance
Portfolio return minus KKR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × KKR 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 KKR 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