+549.6%
KGC vs XPO
+153.8%
+395.8%
-40.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | XPO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -3.1% | +3.3% | +0.5% |
| 7D | -0.1% | -0.9% | +0.8% | 0.0% |
| 30D | +10.5% | -8.1% | +18.6% | +11.1% |
| 3M | +19.8% | -19.0% | +38.8% | +21.4% |
| 6M | -6.7% | -5.2% | -1.5% | -6.3% |
| YTD | +7.8% | +35.6% | -27.8% | +7.1% |
| 1Y | +35.7% | +41.1% | -5.4% | +34.7% |
| All | +549.6% | +153.8% | +395.8% | +522.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling