+52.0%
KR vs PODD
-55.4%
+107.5%
-31.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PODD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.7% | -2.0% | +4.7% | +2.8% |
| 7D | -0.2% | -10.5% | +10.4% | +0.2% |
| 30D | +5.1% | -9.0% | +14.1% | +5.4% |
| 3M | -8.2% | -11.5% | +3.4% | -7.8% |
| 6M | -18.0% | -44.7% | +26.8% | -17.0% |
| YTD | -4.8% | -53.6% | +48.8% | -3.3% |
| 1Y | -11.0% | -61.0% | +49.9% | -9.3% |
| 3Y | +37.7% | -24.7% | +62.4% | +36.3% |
| All | +52.0% | -55.4% | +107.5% | +52.1% |
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