+783.0%
PLD vs KKR
+1,536.9%
-753.9%
-43.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | KKR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.8% | +1.7% | +1.2% | +2.2% |
| 7D | +0.7% | +0.1% | +0.6% | +0.6% |
| 30D | +0.8% | +7.9% | -7.0% | -2.1% |
| 3M | -6.1% | -4.4% | -1.7% | -5.2% |
| 6M | -8.0% | -4.0% | -4.1% | -7.7% |
| YTD | +4.7% | -22.6% | +27.3% | +12.0% |
| 1Y | +7.2% | -18.6% | +25.8% | +12.3% |
| 3Y | +39.2% | +60.6% | -21.4% | +7.0% |
| 5Y | +1.9% | +28.4% | -26.5% | -17.9% |
| 10Y | +256.8% | +735.7% | -478.9% | +32.4% |
| All | +783.0% | +1,536.9% | -753.9% | +96.8% |
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 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