+7.5%
KHC vs PODD
-54.5%
+62.0%
-19.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PODD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | +2.1% | +0.4% | +2.3% |
| 7D | +2.0% | +4.1% | -2.0% | +1.5% |
| 30D | +10.6% | +13.9% | -3.2% | +9.1% |
| 3M | +0.5% | +4.1% | -3.6% | 0.0% |
| 6M | +12.1% | +2.4% | +9.6% | +12.2% |
| YTD | +8.9% | -46.4% | +55.3% | +6.7% |
| 1Y | +7.5% | -54.2% | +61.7% | +5.9% |
| All | +7.5% | -54.5% | +62.0% | +5.9% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling