+219.6%
KGC vs EXPD
+30,870.6%
-30,650.9%
-96.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | EXPD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -4.5% | +5.3% | +1.2% |
| 7D | 0.0% | -4.8% | +4.8% | +0.4% |
| 30D | -9.3% | -1.5% | -7.8% | -9.2% |
| 3M | -15.9% | +4.1% | -20.0% | -16.3% |
| 6M | -24.9% | +24.0% | -48.9% | -26.6% |
| YTD | -23.0% | +27.4% | -50.4% | -25.2% |
| 1Y | -9.9% | +38.4% | -48.3% | -13.2% |
| 3Y | +301.2% | +73.2% | +228.1% | +275.7% |
| 5Y | +278.5% | +59.9% | +218.7% | +255.6% |
| 10Y | +484.3% | +319.9% | +164.3% | +399.0% |
| All | +219.6% | +30,870.6% | -30,650.9% | +119.2% |
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