+37.9%
KNX vs PODD
-23.0%
+60.9%
-35.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PODD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -2.3% | +2.7% | +0.6% |
| 7D | -0.5% | -10.6% | +10.1% | +0.9% |
| 30D | +1.0% | -6.9% | +7.9% | +1.9% |
| 3M | -12.6% | -10.6% | -2.0% | -11.9% |
| 6M | +21.1% | -43.5% | +64.6% | +30.2% |
| YTD | +33.2% | -52.6% | +85.8% | +47.2% |
| 1Y | +67.8% | -60.1% | +127.9% | +90.1% |
| All | +37.9% | -23.0% | +60.9% | +33.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling