-52.4%
KHC vs PODD
+308.1%
-360.5%
-76.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PODD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -1.2% | +0.4% | -0.7% |
| 7D | -1.1% | -4.4% | +3.2% | -0.9% |
| 30D | +8.8% | +9.4% | -0.6% | +8.3% |
| 3M | -1.2% | +3.6% | -4.9% | -1.4% |
| 6M | +4.6% | -4.0% | +8.6% | +4.7% |
| YTD | +5.1% | -47.9% | +53.0% | +8.0% |
| 1Y | +6.2% | -53.8% | +60.0% | +9.7% |
| 3Y | -12.9% | -4.5% | -8.4% | -14.2% |
| 5Y | -16.8% | -51.9% | +35.1% | -15.6% |
| 10Y | -52.4% | +308.9% | -361.3% | -58.6% |
| All | -52.4% | +308.1% | -360.5% | -58.6% |
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