+9.7%
BKR vs EXPD
+53.8%
-44.1%
-27.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | EXPD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.5% | -3.2% | -2.3% | -5.4% |
| 7D | -8.8% | +0.3% | -9.0% | -8.7% |
| 30D | -13.1% | +1.8% | -14.9% | -13.0% |
| 3M | -18.9% | +8.9% | -27.8% | -18.7% |
| 6M | -27.2% | +42.2% | -69.5% | -27.1% |
| YTD | +10.7% | +33.4% | -22.7% | +8.6% |
| 1Y | +9.7% | +47.2% | -37.5% | +6.8% |
| All | +9.7% | +53.8% | -44.1% | +6.8% |
Cumulative growth
Daily Returns
Daily percentage return beside EXPD.
Daily Out/Under-Performance
Portfolio return minus EXPD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EXPD 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 EXPD 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