+568.9%
KGC vs PODD
+308.1%
+260.8%
-67.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PODD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.8% | -1.2% | -4.6% | -5.6% |
| 7D | +8.0% | -4.4% | +12.4% | +8.6% |
| 30D | -9.3% | +9.4% | -18.8% | -10.4% |
| 3M | -21.3% | +3.6% | -25.0% | -21.8% |
| 6M | -31.5% | -4.0% | -27.5% | -31.9% |
| YTD | -23.2% | -47.9% | +24.7% | -17.2% |
| 1Y | -15.0% | -53.8% | +38.7% | -6.8% |
| 3Y | +328.7% | -4.5% | +333.3% | +319.9% |
| 5Y | +262.9% | -51.9% | +314.8% | +276.9% |
| 10Y | +568.9% | +308.9% | +260.0% | +611.7% |
| All | +568.9% | +308.1% | +260.8% | +611.7% |
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