+38.9%
KDP vs XPO
+38.7%
+0.1%
-17.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | XPO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | +2.2% | +0.4% | +2.4% |
| 7D | -0.8% | +9.0% | -9.8% | -1.6% |
| 30D | +9.7% | +4.2% | +5.6% | +9.2% |
| 3M | +17.6% | -8.7% | +26.3% | +18.5% |
| 6M | +25.8% | -2.8% | +28.5% | +25.7% |
| YTD | +33.9% | +41.9% | -8.0% | +29.3% |
| 1Y | +38.9% | +42.3% | -3.4% | +34.3% |
| All | +38.9% | +38.7% | +0.1% | +34.3% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling