+115.7%
KMI vs PODD
+709.8%
-594.1%
-72.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PODD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | -3.5% | +5.4% | +2.4% |
| 7D | -0.4% | -4.1% | +3.7% | +0.2% |
| 30D | +3.7% | +0.8% | +2.9% | +3.5% |
| 3M | +3.2% | -6.1% | +9.3% | +3.4% |
| 6M | -3.0% | -40.0% | +37.0% | +3.6% |
| YTD | +19.7% | -49.9% | +69.6% | +31.1% |
| 1Y | +25.6% | -59.3% | +84.9% | +41.7% |
| 3Y | +120.2% | -17.2% | +137.5% | +117.6% |
| 5Y | +160.5% | -53.0% | +213.5% | +174.2% |
| 10Y | +134.8% | +226.1% | -91.3% | +67.7% |
| All | +115.7% | +709.8% | -594.1% | +17.4% |
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