+401.2%
KNX vs PODD
+711.3%
-310.1%
-51.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PODD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.8% | -3.1% | +0.2% | -2.3% |
| 7D | +2.3% | -6.9% | +9.2% | +3.5% |
| 30D | +0.5% | -3.5% | +3.9% | +1.0% |
| 3M | -14.1% | -13.6% | -0.6% | -12.7% |
| 6M | +19.8% | -42.6% | +62.4% | +29.6% |
| YTD | +32.7% | -51.5% | +84.2% | +47.6% |
| 1Y | +62.3% | -60.9% | +123.2% | +86.6% |
| 3Y | +36.8% | -19.8% | +56.6% | +36.1% |
| 5Y | +41.8% | -54.4% | +96.1% | +50.7% |
| 10Y | +169.7% | +236.1% | -66.4% | +89.2% |
| All | +401.2% | +711.3% | -310.1% | +151.6% |
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