+1,747.8%
PLD vs KMX
+878.4%
+869.4%
-84.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | KMX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | +1.0% | -1.8% | -1.0% |
| 7D | -2.4% | +1.9% | -4.3% | -2.8% |
| 30D | -2.4% | +11.7% | -14.1% | -4.9% |
| 3M | -3.8% | +34.9% | -38.7% | -10.6% |
| 6M | 0.0% | +50.3% | -50.2% | -10.1% |
| YTD | +9.2% | +63.8% | -54.6% | -4.2% |
| 1Y | +25.9% | +3.8% | +22.1% | +20.3% |
| 3Y | +21.3% | -24.3% | +45.6% | +22.6% |
| 5Y | +14.1% | -50.2% | +64.4% | +22.4% |
| 10Y | +237.9% | +5.4% | +232.5% | +193.1% |
| All | +1,747.8% | +878.4% | +869.4% | +1,016.5% |
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