+564.8%
BKR vs EXPD
+30,859.1%
-30,294.3%
-83.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | EXPD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +0.9% | -1.1% | -0.5% |
| 7D | +1.7% | -1.1% | +2.9% | +2.0% |
| 30D | +3.3% | +4.1% | -0.7% | +2.1% |
| 3M | -3.6% | +17.9% | -21.5% | -8.1% |
| 6M | +5.0% | +29.2% | -24.2% | -2.8% |
| YTD | +40.9% | +27.4% | +13.6% | +30.2% |
| 1Y | +39.2% | +56.8% | -17.6% | +20.8% |
| 3Y | +83.7% | +68.0% | +15.7% | +55.3% |
| 5Y | +207.5% | +61.9% | +145.7% | +158.8% |
| 10Y | +136.3% | +316.0% | -179.7% | +55.9% |
| All | +564.8% | +30,859.1% | -30,294.3% | +200.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling