+47.8%
KRE vs PDD
+203.8%
-156.0%
-54.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PDD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | -3.0% | +4.8% | +1.9% |
| 7D | -0.4% | -1.4% | +1.1% | -0.3% |
| 30D | +6.4% | -1.0% | +7.5% | +6.5% |
| 3M | -3.1% | -12.3% | +9.2% | -2.4% |
| 6M | +6.4% | -18.5% | +24.9% | +7.5% |
| YTD | +15.3% | -29.0% | +44.3% | +17.5% |
| 1Y | +23.3% | -40.7% | +64.0% | +26.9% |
| 3Y | +93.6% | -25.7% | +119.3% | +93.6% |
| 5Y | +13.2% | -3.3% | +16.5% | +7.0% |
| All | +47.8% | +203.8% | -156.0% | +23.6% |
Cumulative growth
Daily Returns
Daily percentage return beside PDD.
Daily Out/Under-Performance
Portfolio return minus PDD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PDD 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 PDD 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