-12.4%
KHC vs PODD
-3.5%
-8.9%
-38.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PODD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | +2.3% | -3.0% | -0.9% |
| 7D | -2.0% | -2.5% | +0.4% | -1.9% |
| 30D | +9.7% | +10.7% | -1.1% | +9.2% |
| 3M | -2.0% | +6.1% | -8.1% | -2.3% |
| 6M | +5.4% | -2.8% | +8.2% | +5.6% |
| YTD | +5.9% | -47.3% | +53.2% | +5.9% |
| 1Y | +7.5% | -53.2% | +60.6% | +7.5% |
| 3Y | -12.4% | -2.0% | -10.4% | -15.5% |
| All | -12.4% | -3.5% | -8.9% | -15.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling