+459.3%
KR vs PODD
+736.9%
-277.7%
-52.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PODD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | -3.5% | +1.2% | -2.1% |
| 7D | -1.3% | -4.1% | +2.8% | -1.0% |
| 30D | +1.5% | +0.8% | +0.7% | +1.4% |
| 3M | -8.5% | -6.1% | -2.4% | -8.3% |
| 6M | -21.9% | -40.0% | +18.1% | -19.2% |
| YTD | -6.9% | -49.9% | +43.1% | -2.4% |
| 1Y | -14.0% | -59.3% | +45.3% | -8.6% |
| 3Y | +30.3% | -17.2% | +47.5% | +29.0% |
| 5Y | +37.7% | -53.0% | +90.7% | +40.6% |
| 10Y | +125.2% | +226.1% | -100.9% | +82.7% |
| All | +459.3% | +736.9% | -277.7% | +263.0% |
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