+1,716.3%
KKR vs PODD
+837.9%
+878.4%
-53.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PODD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | -3.5% | +1.7% | -0.8% |
| 7D | -0.6% | -4.1% | +3.5% | +0.6% |
| 30D | +3.0% | +0.8% | +2.2% | +2.8% |
| 3M | +13.6% | -6.1% | +19.7% | +14.3% |
| 6M | +16.2% | -40.0% | +56.2% | +32.7% |
| YTD | -16.6% | -49.9% | +33.4% | +0.5% |
| 1Y | -23.2% | -59.3% | +36.1% | -1.8% |
| 3Y | +71.7% | -17.2% | +89.0% | +71.3% |
| 5Y | +74.8% | -53.0% | +127.8% | +100.6% |
| 10Y | +711.6% | +226.1% | +485.5% | +396.7% |
| All | +1,716.3% | +837.9% | +878.4% | +527.0% |
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