+1,663.4%
PLD vs KMX
+733.1%
+930.3%
-84.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | KMX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -0.6% | +0.5% | +0.1% |
| 7D | -1.0% | -2.3% | +1.3% | -0.5% |
| 30D | -1.8% | +6.3% | -8.2% | -3.4% |
| 3M | -6.0% | -7.4% | +1.3% | -4.8% |
| 6M | -8.4% | +37.9% | -46.3% | -15.8% |
| YTD | +4.2% | +39.5% | -35.2% | -5.6% |
| 1Y | +6.2% | +57.9% | -51.6% | -6.7% |
| 3Y | +37.0% | -15.0% | +51.9% | +34.7% |
| 5Y | +1.2% | -64.1% | +65.3% | +16.8% |
| 10Y | +272.2% | -1.6% | +273.8% | +227.9% |
| All | +1,663.4% | +733.1% | +930.3% | +1,000.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling