+75.6%
KEY vs XPO
+10,043.1%
-9,967.4%
-87.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | XPO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.7% | +6.3% | -3.6% | +1.5% |
| 7D | -0.4% | -1.9% | +1.6% | 0.0% |
| 30D | +7.2% | +2.5% | +4.7% | +6.6% |
| 3M | -4.9% | -7.2% | +2.3% | -3.7% |
| 6M | +1.1% | -8.1% | +9.1% | +2.2% |
| YTD | +6.8% | +38.3% | -31.5% | -0.9% |
| 1Y | +23.3% | +33.6% | -10.3% | +15.1% |
| 3Y | +126.1% | +133.1% | -7.0% | +86.1% |
| 5Y | +15.2% | +308.9% | -293.7% | -16.4% |
| 10Y | +113.6% | +1,371.8% | -1,258.2% | +29.2% |
| All | +75.6% | +10,043.1% | -9,967.4% | -12.7% |
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