+33,922.3%
ODFL vs KGC
+1,271.0%
+32,651.3%
-66.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | KGC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -2.3% | +2.3% | +0.1% |
| 7D | -6.3% | -1.3% | -5.0% | -6.2% |
| 30D | -13.6% | +20.3% | -33.9% | -14.1% |
| 3M | -24.2% | +8.1% | -32.3% | -24.4% |
| 6M | -13.8% | -8.8% | -5.0% | -13.7% |
| YTD | +19.0% | +10.1% | +9.0% | +18.4% |
| 1Y | +25.7% | +44.2% | -18.5% | +23.8% |
| 3Y | -13.1% | +533.0% | -546.1% | -18.5% |
| 5Y | +26.7% | +443.0% | -416.3% | +18.7% |
| 10Y | +721.5% | +678.6% | +42.9% | +654.2% |
| All | +33,922.3% | +1,271.0% | +32,651.3% | +31,813.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling