-42.1%
KWEB vs PODD
-55.4%
+13.4%
-63.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| 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% | -6.7% |
| YTD | -27.8% | -53.6% | +25.8% | -12.2% |
| 1Y | -35.9% | -61.0% | +25.0% | -18.3% |
| 3Y | -1.9% | -24.7% | +22.8% | -8.1% |
| All | -42.1% | -55.4% | +13.4% | -35.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling