-51.2%
KHC vs PODD
+315.5%
-366.7%
-76.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PODD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -0.5% | +1.4% | +0.9% |
| 7D | -3.3% | -4.4% | +1.1% | -3.1% |
| 30D | +9.1% | +8.1% | +1.1% | +8.7% |
| 3M | +1.4% | +2.9% | -1.5% | +1.2% |
| 6M | +8.4% | -5.7% | +14.1% | +8.5% |
| YTD | +6.2% | -47.5% | +53.7% | +9.0% |
| 1Y | +5.7% | -55.7% | +61.4% | +9.3% |
| 3Y | -12.0% | -3.7% | -8.3% | -13.4% |
| 5Y | -15.3% | -52.6% | +37.2% | -14.1% |
| All | -51.2% | +315.5% | -366.7% | -57.4% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling