+1,290.0%
KDP vs PODD
+649.0%
+641.0%
-55.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PODD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +2.3% | -1.4% | +0.6% |
| 7D | +0.3% | -2.5% | +2.8% | +0.6% |
| 30D | +16.3% | +10.7% | +5.6% | +15.0% |
| 3M | +24.0% | +6.1% | +17.9% | +23.1% |
| 6M | +30.0% | -2.8% | +32.8% | +29.7% |
| YTD | +36.1% | -47.3% | +83.4% | +44.3% |
| 1Y | +46.8% | -53.2% | +100.0% | +57.4% |
| 3Y | +30.5% | -2.0% | +32.5% | +27.0% |
| 5Y | +17.9% | -52.9% | +70.8% | +21.7% |
| 10Y | +239.3% | +321.1% | -81.8% | +165.9% |
| All | +1,290.0% | +649.0% | +641.0% | +732.8% |
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 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