-22.5%
KWEB vs PODD
+223.0%
-245.5%
-80.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PODD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -2.0% | +2.7% | +1.2% |
| 7D | -5.6% | -10.5% | +5.0% | -2.8% |
| 30D | -10.7% | -9.0% | -1.6% | -8.6% |
| 3M | -7.4% | -11.5% | +4.1% | -5.6% |
| 6M | -19.3% | -44.7% | +25.4% | -7.7% |
| YTD | -27.8% | -53.6% | +25.8% | -13.6% |
| 1Y | -35.9% | -61.0% | +25.0% | -20.0% |
| 3Y | -1.9% | -24.7% | +22.8% | -4.5% |
| 5Y | -43.2% | -55.5% | +12.3% | -37.0% |
| All | -22.5% | +223.0% | -245.5% | -42.3% |
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