+791.5%
PODD vs KMX
+144.8%
+646.7%
-90.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | KMX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.5% | -4.3% | +0.8% | -2.1% |
| 7D | -4.1% | -0.7% | -3.4% | -3.9% |
| 30D | +0.8% | +4.1% | -3.3% | -0.7% |
| 3M | -6.1% | +27.5% | -33.6% | -14.0% |
| 6M | -40.0% | +43.6% | -83.5% | -47.9% |
| YTD | -49.9% | +56.8% | -106.7% | -58.1% |
| 1Y | -59.3% | -1.3% | -58.0% | -61.3% |
| 3Y | -17.2% | -25.4% | +8.1% | -17.0% |
| 5Y | -53.0% | -53.9% | +0.9% | -47.0% |
| 10Y | +226.1% | +0.7% | +225.4% | +141.3% |
| All | +791.5% | +144.8% | +646.7% | +163.7% |
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