+129.5%
KMI vs PODD
+223.0%
-93.4%
-55.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PODD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -2.0% | +1.7% | 0.0% |
| 7D | -1.7% | -10.5% | +8.8% | -0.3% |
| 30D | -2.7% | -9.0% | +6.3% | -1.6% |
| 3M | -0.7% | -11.5% | +10.9% | +0.4% |
| 6M | -5.0% | -44.7% | +39.8% | +2.0% |
| YTD | +15.5% | -53.6% | +69.0% | +26.7% |
| 1Y | +16.4% | -61.0% | +77.4% | +30.7% |
| 3Y | +114.2% | -24.7% | +138.9% | +114.8% |
| 5Y | +153.3% | -55.5% | +208.7% | +168.1% |
| All | +129.5% | +223.0% | -93.4% | +84.0% |
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 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