+447.7%
KLAC vs PODD
-54.5%
+502.3%
-43.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PODD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.2% | -3.1% | -0.1% | -2.5% |
| 7D | +6.2% | -6.9% | +13.1% | +7.9% |
| 30D | -5.0% | -3.5% | -1.5% | -4.5% |
| 3M | -14.4% | -13.6% | -0.8% | -13.2% |
| 6M | +28.3% | -42.6% | +70.9% | +45.7% |
| YTD | +51.1% | -51.5% | +102.6% | +80.7% |
| 1Y | +100.4% | -60.9% | +161.3% | +156.2% |
| 3Y | +276.3% | -19.8% | +296.1% | +267.0% |
| All | +447.7% | -54.5% | +502.3% | +532.0% |
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 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