+451.7%
KGC vs XPO
+257.8%
+193.9%
-55.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | XPO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.3% | -1.0% | -3.3% | -4.2% |
| 7D | -8.4% | -1.3% | -7.1% | -8.3% |
| 30D | +6.3% | -10.4% | +16.7% | +7.7% |
| 3M | +22.4% | -15.7% | +38.1% | +24.7% |
| 6M | -11.4% | -6.3% | -5.1% | -10.9% |
| YTD | +3.1% | +34.2% | -31.0% | -0.2% |
| 1Y | +26.6% | +39.9% | -13.3% | +21.7% |
| 3Y | +525.6% | +155.2% | +370.3% | +431.2% |
| 5Y | +451.7% | +264.7% | +187.0% | +282.1% |
| All | +451.7% | +257.8% | +193.9% | +282.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling