+66.5%
KKR vs PODD
-55.4%
+121.9%
-49.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PODD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -2.0% | +2.2% | +0.9% |
| 7D | -6.2% | -10.5% | +4.4% | -2.7% |
| 30D | -8.9% | -9.0% | +0.2% | -6.0% |
| 3M | +6.3% | -11.5% | +17.8% | +9.0% |
| 6M | +16.5% | -44.7% | +61.2% | +39.3% |
| YTD | -20.3% | -53.6% | +33.3% | +1.4% |
| 1Y | -29.8% | -61.0% | +31.2% | -5.5% |
| 3Y | +63.2% | -24.7% | +87.9% | +67.2% |
| All | +66.5% | -55.4% | +121.9% | +112.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling