+341.2%
ROK vs PODD
+229.6%
+111.6%
-45.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PODD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -2.3% | +1.2% | -0.7% |
| 7D | -1.6% | -10.6% | +8.9% | +0.3% |
| 30D | -5.4% | -6.9% | +1.5% | -4.4% |
| 3M | -4.0% | -10.6% | +6.7% | -3.0% |
| 6M | +13.3% | -43.5% | +56.8% | +23.9% |
| YTD | +9.3% | -52.6% | +62.0% | +23.6% |
| 1Y | +25.8% | -60.1% | +85.9% | +46.6% |
| 3Y | +49.1% | -21.7% | +70.8% | +48.6% |
| 5Y | +45.9% | -54.6% | +100.4% | +57.6% |
| All | +341.2% | +229.6% | +111.6% | +251.7% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling