+172.4%
KEY vs PODD
+239.0%
-66.5%
-65.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PODD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -2.1% | +2.3% | +0.6% |
| 7D | +2.2% | +1.6% | +0.6% | +1.9% |
| 30D | -3.0% | +10.7% | -13.7% | -4.8% |
| 3M | +3.3% | +0.7% | +2.6% | +2.3% |
| 6M | +9.2% | -39.3% | +48.5% | +17.6% |
| YTD | +10.6% | -48.1% | +58.8% | +22.4% |
| 1Y | +20.4% | -57.4% | +77.8% | +37.5% |
| 3Y | +121.8% | -23.3% | +145.1% | +122.7% |
| 5Y | +41.1% | -51.3% | +92.4% | +48.7% |
| All | +172.4% | +239.0% | -66.5% | +110.9% |
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