+25.7%
ODFL vs KGC
+43.6%
-17.9%
-25.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | KGC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -2.3% | +2.3% | +0.2% |
| 7D | -6.3% | -1.3% | -5.0% | -6.2% |
| 30D | -13.6% | +20.3% | -33.9% | -14.4% |
| 3M | -24.2% | +8.1% | -32.3% | -24.5% |
| 6M | -13.8% | -8.8% | -5.0% | -14.4% |
| YTD | +19.0% | +10.1% | +9.0% | +18.8% |
| 1Y | +25.7% | +44.2% | -18.5% | +28.3% |
| All | +25.7% | +43.6% | -17.9% | +28.3% |
Cumulative growth
Daily Returns
Daily percentage return beside KGC.
Daily Out/Under-Performance
Portfolio return minus KGC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × KGC 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 KGC 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