+15.5%
PLD vs KMI
+158.6%
-143.1%
-43.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | KMI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +1.8% | -1.0% | +0.1% |
| 7D | -0.9% | -0.4% | -0.5% | -0.7% |
| 30D | -1.2% | +3.7% | -4.9% | -2.8% |
| 3M | -2.3% | +3.2% | -5.5% | -3.8% |
| 6M | +4.5% | -3.0% | +7.5% | +5.2% |
| YTD | +10.1% | +19.7% | -9.5% | +1.2% |
| 1Y | +25.9% | +25.6% | +0.3% | +12.9% |
| 3Y | +24.4% | +120.2% | -95.8% | -16.5% |
| 5Y | +15.5% | +160.5% | -145.0% | -24.2% |
| All | +15.5% | +158.6% | -143.1% | -24.2% |
Cumulative growth
Daily Returns
Daily percentage return beside KMI.
Daily Out/Under-Performance
Portfolio return minus KMI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × KMI 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 5y: compounded portfolio wealth divided by compounded KMI 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…
5y analysis · Full analysis span regression · 6 months rolling