+536.5%
PLD vs KMI
+107.5%
+429.0%
-43.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | KMI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -0.6% | -0.1% | -0.5% |
| 7D | -2.4% | -0.5% | -1.9% | -2.2% |
| 30D | -2.4% | +0.9% | -3.3% | -2.9% |
| 3M | -3.8% | 0.0% | -3.8% | -4.0% |
| 6M | 0.0% | -5.7% | +5.7% | +1.6% |
| YTD | +9.2% | +17.5% | -8.3% | +2.7% |
| 1Y | +25.9% | +22.3% | +3.6% | +16.6% |
| 3Y | +21.3% | +111.9% | -90.6% | -7.8% |
| 5Y | +14.1% | +151.8% | -137.7% | -18.5% |
| 10Y | +237.9% | +138.7% | +99.2% | +134.4% |
| All | +536.5% | +107.5% | +429.0% | +284.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling