+35.7%
KGC vs XYL
-21.6%
+57.3%
-40.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | XYL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -1.1% | +1.3% | +0.7% |
| 7D | -0.1% | +0.8% | -0.9% | -0.4% |
| 30D | +10.5% | -10.8% | +21.3% | +14.9% |
| 3M | +19.8% | -2.5% | +22.3% | +19.2% |
| 6M | -6.7% | -12.2% | +5.5% | -4.4% |
| YTD | +7.8% | -20.1% | +27.9% | +6.4% |
| 1Y | +35.7% | -20.6% | +56.3% | +30.6% |
| All | +35.7% | -21.6% | +57.3% | +30.6% |
Cumulative growth
Daily Returns
Daily percentage return beside XYL.
Daily Out/Under-Performance
Portfolio return minus XYL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × XYL 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 1y: compounded portfolio wealth divided by compounded XYL 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…
1y analysis · Full analysis span regression · 6 months rolling