+1,018.0%
KEYS vs PODD
+223.0%
+795.0%
-42.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PODD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.0% | -2.0% | +6.0% | +4.4% |
| 7D | +3.5% | -10.5% | +14.0% | +5.9% |
| 30D | -4.5% | -9.0% | +4.6% | -2.8% |
| 3M | -0.4% | -11.5% | +11.1% | +0.6% |
| 6M | +19.1% | -44.7% | +63.9% | +33.0% |
| YTD | +66.7% | -53.6% | +120.2% | +93.7% |
| 1Y | +96.5% | -61.0% | +157.4% | +137.2% |
| 3Y | +155.2% | -24.7% | +179.9% | +154.8% |
| 5Y | +88.0% | -55.5% | +143.5% | +105.6% |
| All | +1,018.0% | +223.0% | +795.0% | +719.5% |
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