+1,290.0%
KDP vs XPO
+11,822.6%
-10,532.6%
-55.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | XPO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +6.3% | -5.4% | +0.5% |
| 7D | +0.3% | -1.9% | +2.3% | +0.4% |
| 30D | +16.3% | +2.5% | +13.8% | +16.1% |
| 3M | +24.0% | -7.2% | +31.2% | +24.4% |
| 6M | +30.0% | -8.1% | +38.0% | +30.4% |
| YTD | +36.1% | +38.3% | -2.3% | +32.9% |
| 1Y | +46.8% | +33.6% | +13.3% | +43.7% |
| 3Y | +30.5% | +133.1% | -102.6% | +21.9% |
| 5Y | +17.9% | +308.9% | -291.0% | +4.7% |
| 10Y | +239.3% | +1,371.8% | -1,132.5% | +178.3% |
| All | +1,290.0% | +11,822.6% | -10,532.6% | +921.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling