-1.9%
KWEB vs PODD
-24.5%
+22.6%
-41.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PODD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -2.0% | +2.7% | +0.8% |
| 7D | -5.6% | -10.5% | +5.0% | -4.8% |
| 30D | -10.7% | -9.0% | -1.6% | -10.1% |
| 3M | -7.4% | -11.5% | +4.1% | -6.8% |
| 6M | -19.3% | -44.7% | +25.4% | -15.3% |
| YTD | -27.8% | -53.6% | +25.8% | -23.0% |
| 1Y | -35.9% | -61.0% | +25.0% | -30.5% |
| 3Y | -1.9% | -24.7% | +22.8% | -5.6% |
| All | -1.9% | -24.5% | +22.6% | -5.6% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling