+38.7%
KNX vs PODD
-55.4%
+94.2%
-38.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PODD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | -2.0% | +0.5% | -1.2% |
| 7D | -5.6% | -10.5% | +4.9% | -4.0% |
| 30D | -4.4% | -9.0% | +4.6% | -3.1% |
| 3M | -17.3% | -11.5% | -5.8% | -16.3% |
| 6M | +22.6% | -44.7% | +67.4% | +33.5% |
| YTD | +31.1% | -53.6% | +84.7% | +47.0% |
| 1Y | +60.2% | -61.0% | +121.2% | +84.6% |
| 3Y | +35.8% | -24.7% | +60.5% | +35.7% |
| All | +38.7% | -55.4% | +94.2% | +43.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling