+113.7%
KLAC vs PODD
-57.0%
+170.7%
-43.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PODD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.3% | -2.1% | +9.4% | +7.0% |
| 7D | +5.7% | +1.6% | +4.1% | +6.0% |
| 30D | -3.6% | +10.7% | -14.3% | -2.0% |
| 3M | -12.8% | +0.7% | -13.5% | -12.3% |
| 6M | +26.1% | -39.3% | +65.3% | +38.2% |
| YTD | +53.3% | -48.1% | +101.4% | +74.3% |
| 1Y | +113.7% | -57.4% | +171.1% | +164.5% |
| All | +113.7% | -57.0% | +170.7% | +164.5% |
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 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