+505.5%
KO vs PODD
+736.9%
-231.4%
-40.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PODD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -3.5% | +3.9% | +0.6% |
| 7D | +0.4% | -4.1% | +4.5% | +0.7% |
| 30D | +1.5% | +0.8% | +0.7% | +1.4% |
| 3M | +11.8% | -6.1% | +17.9% | +12.0% |
| 6M | +16.2% | -40.0% | +56.2% | +20.3% |
| YTD | +28.1% | -49.9% | +78.0% | +34.4% |
| 1Y | +34.8% | -59.3% | +94.0% | +43.6% |
| 3Y | +65.5% | -17.2% | +82.7% | +63.9% |
| 5Y | +81.6% | -53.0% | +134.6% | +85.7% |
| 10Y | +176.7% | +226.1% | -49.4% | +133.4% |
| All | +505.5% | +736.9% | -231.4% | +309.2% |
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