+21.3%
KWEB vs PODD
+328.5%
-307.2%
-80.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PODD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | -3.1% | +0.8% | -1.5% |
| 7D | -3.6% | -6.9% | +3.3% | -1.8% |
| 30D | -14.9% | -3.5% | -11.5% | -14.3% |
| 3M | -5.4% | -13.6% | +8.2% | -3.0% |
| 6M | -18.9% | -42.6% | +23.8% | -8.3% |
| YTD | -27.2% | -51.5% | +24.3% | -14.3% |
| 1Y | -34.2% | -60.9% | +26.7% | -18.2% |
| 3Y | +0.6% | -19.8% | +20.4% | -3.0% |
| 5Y | -43.5% | -54.4% | +10.9% | -37.6% |
| 10Y | -20.6% | +236.1% | -256.6% | -48.0% |
| All | +21.3% | +328.5% | -307.2% | -25.6% |
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 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