+141.4%
KEYS vs PODD
-4.1%
+145.5%
-32.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PODD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | +2.1% | -4.3% | -2.3% |
| 7D | +9.4% | +4.1% | +5.3% | +9.0% |
| 30D | -16.8% | +13.9% | -30.6% | -17.9% |
| 3M | -15.9% | +4.1% | -20.0% | -16.3% |
| 6M | -17.6% | +2.4% | -20.0% | -18.9% |
| YTD | +46.5% | -46.4% | +92.9% | +65.8% |
| 1Y | +66.9% | -54.2% | +121.1% | +95.9% |
| 3Y | +141.4% | -6.9% | +148.2% | +127.6% |
| All | +141.4% | -4.1% | +145.5% | +127.6% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling