-20.1%
KGC vs PODD
-54.2%
+34.1%
-47.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PODD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.5% | -0.5% | -3.0% | -3.5% |
| 7D | -4.1% | -4.4% | +0.3% | -4.0% |
| 30D | -11.6% | +8.1% | -19.7% | -11.7% |
| 3M | -24.5% | +2.9% | -27.5% | -24.5% |
| 6M | -34.6% | -5.7% | -28.8% | -34.7% |
| YTD | -26.2% | -47.5% | +21.3% | -10.1% |
| 1Y | -20.1% | -55.7% | +35.6% | +4.1% |
| All | -20.1% | -54.2% | +34.1% | +4.1% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling