+1,117.5%
KDP vs PODD
+637.4%
+480.1%
-55.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PODD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -2.1% | +1.2% | -0.7% |
| 7D | +1.3% | +1.6% | -0.3% | +1.1% |
| 30D | +6.0% | +10.7% | -4.7% | +4.8% |
| 3M | +9.2% | +0.7% | +8.5% | +8.7% |
| 6M | +14.7% | -39.3% | +54.0% | +20.0% |
| YTD | +19.2% | -48.1% | +67.3% | +26.7% |
| 1Y | +15.2% | -57.4% | +72.6% | +24.8% |
| 3Y | +6.0% | -23.3% | +29.2% | +5.7% |
| 5Y | +5.4% | -51.3% | +56.7% | +8.4% |
| 10Y | +171.9% | +242.0% | -70.2% | +117.5% |
| All | +1,117.5% | +637.4% | +480.1% | +631.1% |
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