+45.1%
KDP vs XPO
+35.1%
+10.0%
-17.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | XPO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | +0.1% | +1.7% | +1.8% |
| 7D | +8.2% | -1.5% | +9.7% | +8.3% |
| 30D | +18.4% | +2.6% | +15.8% | +18.0% |
| 3M | +29.2% | -6.1% | +35.3% | +29.8% |
| 6M | +32.3% | -8.0% | +40.2% | +32.9% |
| YTD | +38.5% | +38.5% | 0.0% | +34.4% |
| All | +45.1% | +35.1% | +10.0% | +41.4% |
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