+171.2%
KGC vs PODD
+767.5%
-596.3%
-94.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PODD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | -2.1% | -0.2% | -2.1% |
| 7D | -1.3% | +1.6% | -2.9% | -1.4% |
| 30D | +20.3% | +10.7% | +9.6% | +18.9% |
| 3M | +8.1% | +0.7% | +7.4% | +7.1% |
| 6M | -8.8% | -39.3% | +30.5% | -4.6% |
| YTD | +10.1% | -48.1% | +58.2% | +17.0% |
| 1Y | +44.2% | -57.4% | +101.7% | +56.4% |
| 3Y | +533.0% | -23.3% | +556.3% | +535.3% |
| 5Y | +443.0% | -51.3% | +494.3% | +463.6% |
| 10Y | +678.6% | +242.0% | +436.5% | +559.6% |
| All | +171.2% | +767.5% | -596.3% | +51.5% |
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