+53.4%
BKR vs PODD
+692.2%
-638.9%
-83.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PODD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.7% | -2.3% | -4.3% | -6.2% |
| 7D | -6.7% | -10.6% | +3.9% | -4.5% |
| 30D | -8.3% | -6.9% | -1.4% | -7.1% |
| 3M | -5.4% | -10.6% | +5.2% | -4.2% |
| 6M | +0.8% | -43.5% | +44.3% | +11.2% |
| YTD | +31.8% | -52.6% | +84.5% | +50.7% |
| 1Y | +28.6% | -60.1% | +88.7% | +51.8% |
| 3Y | +71.2% | -21.7% | +92.9% | +70.1% |
| 5Y | +179.2% | -54.6% | +233.8% | +199.8% |
| 10Y | +124.0% | +228.2% | -104.2% | +38.7% |
| All | +53.4% | +692.2% | -638.9% | -45.3% |
Cumulative growth
Daily Returns
Daily percentage return beside PODD.
Daily Out/Under-Performance
Portfolio return minus PODD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PODD 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 PODD 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