+1,750.7%
KKR vs EXPD
+483.5%
+1,267.2%
-53.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | EXPD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | +0.9% | -2.7% | -2.4% |
| 7D | -0.9% | -1.1% | +0.3% | -0.2% |
| 30D | +2.2% | +4.1% | -1.9% | -0.4% |
| 3M | +13.1% | +17.9% | -4.8% | +1.8% |
| 6M | +15.3% | +29.2% | -14.0% | -3.0% |
| YTD | -15.0% | +27.4% | -42.4% | -28.6% |
| 1Y | -21.0% | +56.8% | -77.8% | -42.5% |
| 3Y | +76.7% | +68.0% | +8.7% | +21.2% |
| 5Y | +74.3% | +61.9% | +12.5% | +20.6% |
| 10Y | +753.7% | +316.0% | +437.7% | +217.7% |
| All | +1,750.7% | +483.5% | +1,267.2% | +434.4% |
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