+179.8%
KDP vs XPO
+1,410.5%
-1,230.7%
-36.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | XPO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -3.1% | +1.6% | -1.2% |
| 7D | -1.6% | -0.9% | -0.6% | -1.5% |
| 30D | +9.5% | -8.1% | +17.6% | +10.2% |
| 3M | +2.6% | -19.0% | +21.7% | +4.4% |
| 6M | +15.6% | -5.2% | +20.8% | +15.8% |
| YTD | +17.3% | +35.6% | -18.2% | +13.8% |
| 1Y | +20.1% | +41.1% | -21.0% | +15.8% |
| 3Y | +4.9% | +157.9% | -153.0% | -6.3% |
| 5Y | +5.0% | +265.6% | -260.6% | -11.6% |
| 10Y | +179.8% | +1,516.8% | -1,337.0% | +105.9% |
| All | +179.8% | +1,410.5% | -1,230.7% | +105.9% |
Cumulative growth
Daily Returns
Daily percentage return beside XPO.
Daily Out/Under-Performance
Portfolio return minus XPO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × XPO 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 XPO 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