+88.6%
KGC vs PODD
+782.5%
-693.9%
-94.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PODD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +1.3% | -1.6% | -0.4% |
| 7D | +0.2% | -9.1% | +9.3% | +1.2% |
| 30D | -8.8% | +7.3% | -16.1% | -9.5% |
| 3M | -21.1% | +3.7% | -24.8% | -21.5% |
| 6M | -32.3% | -2.7% | -29.6% | -32.7% |
| YTD | -23.5% | -47.2% | +23.8% | -18.8% |
| 1Y | -15.0% | -54.0% | +39.0% | -8.5% |
| 3Y | +327.5% | -3.3% | +330.8% | +319.8% |
| 5Y | +244.3% | -52.3% | +296.6% | +257.8% |
| 10Y | +634.8% | +322.4% | +312.4% | +510.3% |
| All | +88.6% | +782.5% | -693.9% | +5.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling