+121.6%
KRE vs PODD
+229.6%
-108.0%
-55.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PODD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -2.3% | +2.8% | +0.9% |
| 7D | -1.4% | -10.6% | +9.1% | +0.3% |
| 30D | -3.9% | -6.9% | +3.0% | -2.9% |
| 3M | +3.6% | -10.6% | +14.3% | +4.7% |
| 6M | +15.4% | -43.5% | +58.8% | +24.8% |
| YTD | +15.2% | -52.6% | +67.8% | +28.1% |
| 1Y | +16.5% | -60.1% | +76.6% | +32.8% |
| 3Y | +85.2% | -21.7% | +106.8% | +85.6% |
| 5Y | +33.1% | -54.6% | +87.7% | +41.6% |
| All | +121.6% | +229.6% | -108.0% | +79.0% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling