+177.9%
KO vs PODD
+229.6%
-51.7%
-37.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PODD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -2.3% | +2.7% | +0.5% |
| 7D | -1.1% | -10.6% | +9.5% | -0.4% |
| 30D | +1.6% | -6.9% | +8.5% | +2.0% |
| 3M | +5.8% | -10.6% | +16.4% | +6.3% |
| 6M | +14.3% | -43.5% | +57.8% | +18.0% |
| YTD | +27.3% | -52.6% | +79.9% | +32.9% |
| 1Y | +33.2% | -60.1% | +93.3% | +40.5% |
| 3Y | +64.5% | -21.7% | +86.1% | +63.0% |
| 5Y | +83.1% | -54.6% | +137.7% | +86.6% |
| All | +177.9% | +229.6% | -51.7% | +165.9% |
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 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