+2,838.9%
KLAC vs PODD
+229.6%
+2,609.3%
-43.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PODD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | -2.3% | -0.8% | -2.5% |
| 7D | +2.5% | -10.6% | +13.0% | +5.5% |
| 30D | -11.5% | -6.9% | -4.6% | -10.1% |
| 3M | -16.9% | -10.6% | -6.3% | -16.4% |
| 6M | +22.2% | -43.5% | +65.7% | +39.3% |
| YTD | +46.4% | -52.6% | +99.0% | +75.9% |
| 1Y | +91.0% | -60.1% | +151.1% | +141.5% |
| 3Y | +264.6% | -21.7% | +286.2% | +257.9% |
| 5Y | +430.6% | -54.6% | +485.2% | +497.9% |
| All | +2,838.9% | +229.6% | +2,609.3% | +2,074.5% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling