+655.3%
KGC vs PODD
+229.6%
+425.7%
-67.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PODD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.3% | -2.3% | -2.0% | -4.0% |
| 7D | -8.4% | -10.6% | +2.1% | -7.2% |
| 30D | +6.3% | -6.9% | +13.3% | +7.2% |
| 3M | +22.4% | -10.6% | +33.1% | +22.9% |
| 6M | -11.4% | -43.5% | +32.0% | -5.6% |
| YTD | +3.1% | -52.6% | +55.8% | +12.5% |
| 1Y | +26.6% | -60.1% | +86.7% | +41.1% |
| 3Y | +525.6% | -21.7% | +547.2% | +526.2% |
| 5Y | +451.7% | -54.6% | +506.2% | +478.5% |
| All | +655.3% | +229.6% | +425.7% | +771.3% |
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