+34.0%
KR vs PODD
-23.0%
+57.0%
-26.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PODD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -2.3% | +3.3% | +1.0% |
| 7D | -2.7% | -10.6% | +7.9% | -2.4% |
| 30D | +1.9% | -6.9% | +8.9% | +2.1% |
| 3M | -11.0% | -10.6% | -0.4% | -10.7% |
| 6M | -20.2% | -43.5% | +23.3% | -20.3% |
| YTD | -7.3% | -52.6% | +45.3% | -7.5% |
| 1Y | -13.1% | -60.1% | +47.0% | -13.3% |
| All | +34.0% | -23.0% | +57.0% | +28.3% |
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