+821.6%
PLD vs KKR
+1,697.8%
-876.2%
-43.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | KKR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -1.8% | +1.1% | -0.1% |
| 7D | -2.4% | -0.9% | -1.5% | -2.1% |
| 30D | -2.4% | +2.2% | -4.6% | -3.4% |
| 3M | -3.8% | +13.1% | -16.9% | -8.5% |
| 6M | 0.0% | +15.3% | -15.2% | -6.1% |
| YTD | +9.2% | -15.0% | +24.2% | +13.4% |
| 1Y | +25.9% | -21.0% | +46.9% | +33.5% |
| 3Y | +21.3% | +76.7% | -55.4% | -9.7% |
| 5Y | +14.1% | +74.3% | -60.2% | -18.0% |
| 10Y | +237.9% | +753.7% | -515.9% | +25.0% |
| All | +821.6% | +1,697.8% | -876.2% | +99.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling