+155.0%
KRE vs PODD
+767.5%
-612.5%
-66.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PODD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -2.1% | +2.6% | +1.0% |
| 7D | +1.3% | +1.6% | -0.3% | +0.9% |
| 30D | -2.7% | +10.7% | -13.3% | -5.1% |
| 3M | +8.2% | +0.7% | +7.5% | +6.8% |
| 6M | +12.8% | -39.3% | +52.1% | +24.4% |
| YTD | +17.5% | -48.1% | +65.6% | +34.2% |
| 1Y | +16.6% | -57.4% | +74.0% | +39.0% |
| 3Y | +79.5% | -23.3% | +102.7% | +79.6% |
| 5Y | +32.4% | -51.3% | +83.7% | +41.7% |
| 10Y | +124.1% | +242.0% | -117.9% | +29.5% |
| All | +155.0% | +767.5% | -612.5% | -23.7% |
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