+587.2%
KGC vs PODD
+324.4%
+262.8%
-67.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PODD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +2.1% | -1.9% | 0.0% |
| 7D | -6.7% | +4.1% | -10.7% | -7.1% |
| 30D | -6.7% | +13.9% | -20.5% | -8.2% |
| 3M | -22.6% | +4.1% | -26.7% | -23.1% |
| 6M | -33.4% | +2.4% | -35.9% | -34.4% |
| YTD | -26.0% | -46.4% | +20.4% | -20.4% |
| 1Y | -18.3% | -54.2% | +35.9% | -10.3% |
| 3Y | +315.8% | -6.9% | +322.6% | +308.7% |
| 5Y | +225.7% | -51.6% | +277.3% | +237.3% |
| All | +587.2% | +324.4% | +262.8% | +641.0% |
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