+454.5%
KGC vs PODD
-53.4%
+507.9%
-55.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PODD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | -3.5% | +1.2% | -1.7% |
| 7D | +2.4% | -4.1% | +6.6% | +3.2% |
| 30D | +9.2% | +0.8% | +8.4% | +8.9% |
| 3M | +16.7% | -6.1% | +22.8% | +16.3% |
| 6M | -7.0% | -40.0% | +33.0% | +2.0% |
| YTD | +7.5% | -49.9% | +57.4% | +22.7% |
| 1Y | +34.4% | -59.3% | +93.6% | +60.3% |
| 3Y | +552.0% | -17.2% | +569.2% | +532.2% |
| 5Y | +454.5% | -53.0% | +507.5% | +498.4% |
| All | +454.5% | -53.4% | +507.9% | +498.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling