+175.8%
KDP vs PODD
+223.9%
-48.0%
-36.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PODD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -3.5% | +3.4% | +0.2% |
| 7D | +2.1% | -4.1% | +6.2% | +2.5% |
| 30D | +8.5% | +0.8% | +7.7% | +8.3% |
| 3M | +6.6% | -6.1% | +12.7% | +6.9% |
| 6M | +17.1% | -40.0% | +57.0% | +22.2% |
| YTD | +19.0% | -49.9% | +69.0% | +26.4% |
| 1Y | +21.8% | -59.3% | +81.1% | +31.8% |
| 3Y | +6.4% | -17.2% | +23.7% | +4.9% |
| 5Y | +5.1% | -53.0% | +58.1% | +8.4% |
| 10Y | +175.8% | +226.1% | -50.3% | +143.5% |
| All | +175.8% | +223.9% | -48.0% | +143.5% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling