+160.2%
KNX vs PODD
+223.0%
-62.7%
-51.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PODD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | -2.0% | +0.5% | -1.3% |
| 7D | -5.6% | -10.5% | +4.9% | -4.1% |
| 30D | -4.4% | -9.0% | +4.6% | -3.2% |
| 3M | -17.3% | -11.5% | -5.8% | -16.4% |
| 6M | +22.6% | -44.7% | +67.4% | +32.0% |
| YTD | +31.1% | -53.6% | +84.7% | +44.6% |
| 1Y | +60.2% | -61.0% | +121.2% | +80.8% |
| 3Y | +35.8% | -24.7% | +60.5% | +36.5% |
| 5Y | +38.9% | -55.5% | +94.4% | +46.5% |
| All | +160.2% | +223.0% | -62.7% | +109.7% |
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