+38.3%
PLD vs KMX
-14.8%
+53.1%
-31.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | KMX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +1.2% | -1.1% | -0.2% |
| 7D | +1.3% | +3.4% | -2.0% | +0.6% |
| 30D | -1.4% | +6.8% | -8.2% | -2.9% |
| 3M | -8.2% | -11.4% | +3.2% | -6.1% |
| 6M | -8.0% | +43.6% | -51.6% | -16.3% |
| YTD | +3.2% | +37.7% | -34.6% | -6.9% |
| 1Y | +7.0% | +53.0% | -46.0% | -6.4% |
| 3Y | +38.3% | -16.3% | +54.6% | +35.2% |
| All | +38.3% | -14.8% | +53.1% | +35.2% |
Cumulative growth
Daily Returns
Daily percentage return beside KMX.
Daily Out/Under-Performance
Portfolio return minus KMX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × KMX 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 3y: compounded portfolio wealth divided by compounded KMX 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…
3y analysis · Full analysis span regression · 6 months rolling