+240.1%
PLD vs KKR
+709.2%
-469.1%
-43.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | KKR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -3.1% | +2.2% | +0.1% |
| 7D | -2.8% | -8.1% | +5.3% | 0.0% |
| 30D | -3.6% | -9.1% | +5.5% | -0.6% |
| 3M | -7.1% | +6.4% | -13.5% | -9.6% |
| 6M | +0.2% | +12.6% | -12.3% | -4.9% |
| YTD | +6.9% | -20.4% | +27.3% | +13.5% |
| 1Y | +25.0% | -27.1% | +52.1% | +36.3% |
| 3Y | +20.8% | +63.8% | -43.1% | -7.9% |
| 5Y | +16.2% | +67.6% | -51.4% | -15.9% |
| All | +240.1% | +709.2% | -469.1% | +55.6% |
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