+374.8%
KGC vs XPO
+10,316.6%
-9,941.8%
-94.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | XPO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | +4.5% | -6.8% | -2.5% |
| 7D | -1.3% | +2.4% | -3.7% | -1.4% |
| 30D | +20.3% | -3.5% | +23.8% | +20.5% |
| 3M | +8.1% | -11.9% | +20.0% | +8.7% |
| 6M | -8.8% | -10.0% | +1.2% | -8.4% |
| YTD | +10.1% | +42.1% | -32.0% | +8.1% |
| 1Y | +44.2% | +47.6% | -3.4% | +41.3% |
| 3Y | +533.0% | +153.6% | +379.4% | +498.3% |
| 5Y | +443.0% | +266.5% | +176.5% | +398.2% |
| 10Y | +678.6% | +1,460.4% | -781.9% | +569.0% |
| All | +374.8% | +10,316.6% | -9,941.8% | +294.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling