+31,848.5%
ODFL vs KGC
+822.0%
+31,026.4%
-66.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | KGC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | +0.2% | +1.4% | +1.7% |
| 7D | +5.8% | -6.7% | +12.5% | +6.0% |
| 30D | -5.3% | -6.7% | +1.3% | -5.2% |
| 3M | -19.0% | -22.6% | +3.6% | -18.4% |
| 6M | -7.5% | -33.4% | +26.0% | -6.5% |
| YTD | +11.8% | -26.0% | +37.8% | +12.4% |
| 1Y | +29.7% | -18.3% | +48.0% | +30.0% |
| 3Y | -9.1% | +315.8% | -324.9% | -13.7% |
| 5Y | +0.2% | +225.7% | -225.5% | -4.7% |
| 10Y | +566.3% | +610.5% | -44.2% | +514.5% |
| All | +31,848.5% | +822.0% | +31,026.4% | +30,203.6% |
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