+29.1%
KDP vs PODD
-10.3%
+39.4%
-31.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PODD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -6.2% | +5.5% | -0.3% |
| 7D | +2.2% | -2.1% | +4.3% | +2.4% |
| 30D | +19.9% | +9.0% | +10.9% | +19.3% |
| 3M | +21.5% | +5.2% | +16.3% | +21.0% |
| 6M | +30.1% | -3.2% | +33.3% | +30.0% |
| YTD | +34.9% | -48.5% | +83.4% | +37.9% |
| 1Y | +43.4% | -54.7% | +98.1% | +47.2% |
| 3Y | +29.1% | -7.8% | +36.9% | +22.8% |
| All | +29.1% | -10.3% | +39.4% | +22.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling