-43.1%
KHC vs PODD
+398.4%
-441.5%
-76.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PODD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -2.1% | +1.4% | -0.5% |
| 7D | -1.8% | +1.6% | -3.4% | -1.9% |
| 30D | -1.9% | +10.7% | -12.5% | -2.5% |
| 3M | +14.4% | +0.7% | +13.7% | +14.2% |
| 6M | +8.7% | -39.3% | +48.0% | +11.6% |
| YTD | +7.8% | -48.1% | +55.9% | +11.6% |
| 1Y | -1.5% | -57.4% | +55.9% | +3.1% |
| 3Y | -9.9% | -23.3% | +13.4% | -10.3% |
| 5Y | -10.7% | -51.3% | +40.5% | -9.2% |
| 10Y | -55.7% | +242.0% | -297.7% | -63.6% |
| All | -43.1% | +398.4% | -441.5% | -57.6% |
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 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