+154.3%
KMI vs PODD
+324.4%
-170.1%
-55.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PODD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +2.1% | -2.4% | -0.6% |
| 7D | +6.5% | +4.1% | +2.5% | +6.0% |
| 30D | -3.4% | +13.9% | -17.3% | -5.2% |
| 3M | +0.4% | +4.1% | -3.7% | -0.4% |
| 6M | -0.9% | +2.4% | -3.4% | -2.1% |
| YTD | +20.5% | -46.4% | +66.8% | +29.6% |
| 1Y | +23.2% | -54.2% | +77.3% | +35.3% |
| 3Y | +121.6% | -6.9% | +128.5% | +116.3% |
| 5Y | +149.1% | -51.6% | +200.7% | +161.1% |
| All | +154.3% | +324.4% | -170.1% | +92.1% |
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