+243.5%
PLD vs KWEB
-19.7%
+263.2%
-43.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | KWEB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | +0.7% | +0.3% | +0.9% |
| 7D | -1.2% | -5.6% | +4.4% | -0.1% |
| 30D | -3.5% | -10.7% | +7.1% | -1.6% |
| 3M | -7.1% | -7.4% | +0.3% | -6.0% |
| 6M | +2.6% | -19.3% | +21.9% | +6.3% |
| YTD | +8.0% | -27.8% | +35.7% | +13.9% |
| 1Y | +22.1% | -35.9% | +58.0% | +31.5% |
| 3Y | +22.3% | -1.9% | +24.2% | +19.8% |
| 5Y | +17.3% | -43.2% | +60.5% | +23.5% |
| All | +243.5% | -19.7% | +263.2% | +209.7% |
Cumulative growth
Daily Returns
Daily percentage return beside KWEB.
Daily Out/Under-Performance
Portfolio return minus KWEB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × KWEB 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 10y: compounded portfolio wealth divided by compounded KWEB 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…
10y analysis · Full analysis span regression · 6 months rolling