+117.2%
KMI vs PODD
+767.8%
-650.6%
-72.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PODD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +2.1% | -2.4% | -0.6% |
| 7D | +6.5% | +4.1% | +2.5% | +5.9% |
| 30D | -3.4% | +13.9% | -17.3% | -5.4% |
| 3M | +0.4% | +4.1% | -3.7% | -0.5% |
| 6M | -0.9% | +2.4% | -3.4% | -2.2% |
| YTD | +20.5% | -46.4% | +66.8% | +30.4% |
| 1Y | +23.2% | -54.2% | +77.3% | +36.4% |
| 3Y | +121.6% | -6.9% | +128.5% | +115.7% |
| 5Y | +149.1% | -51.6% | +200.7% | +161.1% |
| 10Y | +158.3% | +329.3% | -171.0% | +76.3% |
| All | +117.2% | +767.8% | -650.6% | +16.8% |
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