+117.9%
KEY vs PODD
+308.0%
-190.1%
-65.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PODD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -6.2% | +5.6% | +0.5% |
| 7D | -1.3% | -2.1% | +0.8% | -1.0% |
| 30D | +5.1% | +9.0% | -3.9% | +3.5% |
| 3M | -7.1% | +5.2% | -12.3% | -8.1% |
| 6M | -4.4% | -3.2% | -1.2% | -5.0% |
| YTD | +4.0% | -48.5% | +52.5% | +15.3% |
| 1Y | +23.4% | -54.7% | +78.1% | +39.7% |
| 3Y | +113.9% | -7.8% | +121.7% | +108.5% |
| 5Y | +12.3% | -52.4% | +64.8% | +19.0% |
| All | +117.9% | +308.0% | -190.1% | +59.1% |
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 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