+398.1%
PLD vs KWEB
+12.9%
+385.3%
-43.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | KWEB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +0.1% | 0.0% | +0.1% |
| 7D | +1.3% | -7.8% | +9.2% | +2.9% |
| 30D | -1.4% | -6.4% | +5.1% | -0.2% |
| 3M | -8.2% | -14.6% | +6.4% | -5.6% |
| 6M | -8.0% | -25.0% | +17.0% | -3.3% |
| YTD | +3.2% | -32.7% | +35.8% | +10.4% |
| 1Y | +7.0% | -37.3% | +44.3% | +16.0% |
| 3Y | +38.3% | -5.9% | +44.2% | +36.3% |
| 5Y | +0.2% | -47.1% | +47.3% | +6.5% |
| 10Y | +268.3% | -22.3% | +290.6% | +235.3% |
| All | +398.1% | +12.9% | +385.3% | +276.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling