+203.6%
BKR vs EXPD
+61.0%
+142.6%
-46.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | EXPD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +1.3% | -1.7% | -0.7% |
| 7D | -1.5% | +1.2% | -2.7% | -1.8% |
| 30D | -0.7% | +5.2% | -5.9% | -2.0% |
| 3M | +0.5% | +13.2% | -12.7% | -2.8% |
| 6M | +6.6% | +30.3% | -23.7% | -1.0% |
| YTD | +41.3% | +27.0% | +14.2% | +31.1% |
| 1Y | +42.2% | +57.3% | -15.1% | +22.7% |
| 3Y | +83.4% | +70.0% | +13.5% | +52.5% |
| 5Y | +203.6% | +61.6% | +142.0% | +148.8% |
| All | +203.6% | +61.0% | +142.6% | +148.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling