+133.4%
KR vs XPO
+1,516.3%
-1,382.9%
-43.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | XPO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.7% | -0.1% | +2.8% | +2.7% |
| 7D | -0.2% | -5.7% | +5.5% | 0.0% |
| 30D | +5.1% | -12.8% | +17.9% | +5.6% |
| 3M | -8.2% | -20.0% | +11.8% | -7.5% |
| 6M | -18.0% | -6.0% | -11.9% | -17.9% |
| YTD | -4.8% | +34.0% | -38.8% | -6.2% |
| 1Y | -11.0% | +35.6% | -46.6% | -12.5% |
| 3Y | +37.7% | +152.3% | -114.6% | +29.0% |
| 5Y | +52.8% | +264.4% | -211.6% | +37.1% |
| All | +133.4% | +1,516.3% | -1,382.9% | +88.6% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling