+229.2%
KGC vs EXPD
+30,172.0%
-29,942.8%
-96.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | EXPD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.0% | -2.3% | +5.3% | +3.2% |
| 7D | +10.5% | -7.2% | +17.6% | +11.2% |
| 30D | -4.1% | -3.3% | -0.8% | -3.8% |
| 3M | -13.1% | +3.4% | -16.5% | -13.4% |
| 6M | -27.5% | +22.7% | -50.2% | -29.1% |
| YTD | -20.7% | +24.5% | -45.2% | -22.8% |
| 1Y | -6.1% | +38.6% | -44.7% | -9.5% |
| 3Y | +318.6% | +71.5% | +247.1% | +292.3% |
| 5Y | +289.9% | +56.2% | +233.7% | +267.1% |
| 10Y | +501.8% | +310.5% | +191.4% | +415.2% |
| All | +229.2% | +30,172.0% | -29,942.8% | +126.3% |
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