+6,292.7%
KLAC vs PODD
+736.9%
+5,555.7%
-75.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PODD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | -3.5% | +5.3% | +2.6% |
| 7D | +10.6% | -4.1% | +14.7% | +11.6% |
| 30D | -4.5% | +0.8% | -5.3% | -4.9% |
| 3M | -10.3% | -6.1% | -4.2% | -10.7% |
| 6M | +40.9% | -40.0% | +80.9% | +54.3% |
| YTD | +56.1% | -49.9% | +106.0% | +78.4% |
| 1Y | +109.0% | -59.3% | +168.3% | +150.6% |
| 3Y | +288.8% | -17.2% | +306.1% | +281.1% |
| 5Y | +489.1% | -53.0% | +542.1% | +545.8% |
| 10Y | +3,041.8% | +226.1% | +2,815.7% | +2,058.9% |
| All | +6,292.7% | +736.9% | +5,555.7% | +2,448.0% |
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