-8.8%
KGC vs PODD
-38.5%
+29.7%
-35.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | PODD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | -2.1% | -0.2% | -2.6% |
| 7D | -1.3% | +1.6% | -2.9% | -1.0% |
| 30D | +20.3% | +10.7% | +9.6% | +22.2% |
| 3M | +8.1% | +0.7% | +7.4% | +7.4% |
| 6M | -8.8% | -39.3% | +30.5% | +1.2% |
| All | -8.8% | -38.5% | +29.7% | +1.2% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling