-18.2%
KKR vs EXPD
+40.4%
-58.7%
-41.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | EXPD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -0.4% | +1.3% | +1.0% |
| 7D | +1.6% | +5.5% | -3.9% | +0.3% |
| 30D | +14.5% | -0.8% | +15.3% | +14.5% |
| 3M | -15.0% | +4.1% | -19.1% | -16.0% |
| 6M | +1.0% | +25.7% | -24.7% | -4.6% |
| YTD | -22.6% | +31.4% | -54.1% | -28.0% |
| 1Y | -18.2% | +42.2% | -60.4% | -26.2% |
| All | -18.2% | +40.4% | -58.7% | -26.2% |
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