+236.9%
PLD vs KMB
+17.3%
+219.7%
-43.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | KMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -1.6% | +0.9% | 0.0% |
| 7D | -2.4% | -3.0% | +0.7% | -1.1% |
| 30D | -2.4% | -5.5% | +3.0% | 0.0% |
| 3M | -3.8% | +14.0% | -17.8% | -10.0% |
| 6M | 0.0% | +4.1% | -4.1% | -2.6% |
| YTD | +9.2% | +8.0% | +1.2% | +4.2% |
| 1Y | +25.9% | -13.7% | +39.7% | +32.6% |
| 3Y | +21.3% | -5.9% | +27.2% | +19.7% |
| 5Y | +14.1% | -8.6% | +22.7% | +13.4% |
| All | +236.9% | +17.3% | +219.7% | +212.5% |
Cumulative growth
Daily Returns
Daily percentage return beside KMB.
Daily Out/Under-Performance
Portfolio return minus KMB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × KMB 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 KMB 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