+17.1%
KEY vs PODD
+767.5%
-750.5%
-86.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PODD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -2.1% | +2.3% | +0.8% |
| 7D | +2.2% | +1.6% | +0.6% | +1.7% |
| 30D | -3.0% | +10.7% | -13.7% | -6.0% |
| 3M | +3.3% | +0.7% | +2.6% | +1.5% |
| 6M | +9.2% | -39.3% | +48.5% | +22.6% |
| YTD | +10.6% | -48.1% | +58.8% | +29.7% |
| 1Y | +20.4% | -57.4% | +77.8% | +48.5% |
| 3Y | +121.8% | -23.3% | +145.1% | +121.0% |
| 5Y | +41.1% | -51.3% | +92.4% | +51.0% |
| 10Y | +168.5% | +242.0% | -73.5% | +34.5% |
| All | +17.1% | +767.5% | -750.5% | -72.8% |
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