+855.4%
PODD vs KMX
+115.1%
+740.3%
-90.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | KMX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | +1.2% | +0.9% | +1.7% |
| 7D | +4.1% | +3.4% | +0.7% | +2.9% |
| 30D | +13.9% | +6.8% | +7.0% | +11.3% |
| 3M | +4.1% | -11.4% | +15.5% | +7.7% |
| 6M | +2.4% | +43.6% | -41.1% | -10.4% |
| YTD | -46.4% | +37.7% | -84.1% | -53.4% |
| 1Y | -54.2% | +53.0% | -107.1% | -61.6% |
| 3Y | -6.9% | -16.3% | +9.4% | -10.6% |
| 5Y | -51.6% | -64.2% | +12.7% | -40.1% |
| 10Y | +329.3% | -2.8% | +332.1% | +217.8% |
| All | +855.4% | +115.1% | +740.3% | +193.6% |
Cumulative growth
Daily Returns
Daily percentage return beside KMX.
Daily Out/Under-Performance
Portfolio return minus KMX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × KMX 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 KMX 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