-0.7%
PLD vs KMI
+128.7%
-129.4%
-43.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | KMI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -0.8% | -0.5% | -0.9% |
| 7D | -0.8% | -10.8% | +10.0% | +3.7% |
| 30D | -0.3% | -5.0% | +4.7% | +1.6% |
| 3M | -8.0% | -3.4% | -4.7% | -7.2% |
| 6M | -9.8% | -3.4% | -6.4% | -9.2% |
| YTD | +1.8% | +13.1% | -11.3% | -5.0% |
| 1Y | +5.6% | +19.0% | -13.4% | -3.9% |
| 3Y | +33.3% | +106.1% | -72.9% | -10.7% |
| All | -0.7% | +128.7% | -129.4% | -32.6% |
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