+357.0%
KGC vs EXPD
+30,859.1%
-30,502.1%
-96.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | EXPD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | +0.9% | -3.2% | -2.4% |
| 7D | -1.3% | -1.1% | -0.1% | -1.2% |
| 30D | +20.3% | +4.1% | +16.2% | +19.8% |
| 3M | +8.1% | +17.9% | -9.8% | +6.2% |
| 6M | -8.8% | +29.2% | -38.0% | -11.3% |
| YTD | +10.1% | +27.4% | -17.3% | +7.1% |
| 1Y | +44.2% | +56.8% | -12.6% | +37.2% |
| 3Y | +533.0% | +68.0% | +465.0% | +494.8% |
| 5Y | +443.0% | +61.9% | +381.1% | +409.4% |
| 10Y | +678.6% | +316.0% | +362.6% | +565.9% |
| All | +357.0% | +30,859.1% | -30,502.1% | +213.6% |
Cumulative growth
Daily Returns
Daily percentage return beside EXPD.
Daily Out/Under-Performance
Portfolio return minus EXPD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EXPD 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 EXPD 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