+1,632.5%
KKR vs EXPD
+484.7%
+1,147.8%
-53.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | EXPD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.8% | -0.2% | +3.0% | +2.9% |
| 7D | +5.1% | -7.4% | +12.5% | +9.9% |
| 30D | +10.9% | -2.1% | +13.0% | +12.0% |
| 3M | -2.9% | +5.7% | -8.6% | -6.6% |
| 6M | -1.2% | +21.4% | -22.6% | -13.2% |
| YTD | -20.4% | +27.6% | -48.1% | -33.5% |
| 1Y | -15.4% | +36.1% | -51.5% | -32.3% |
| 3Y | +61.9% | +69.9% | -8.0% | +9.9% |
| 5Y | +38.3% | +59.7% | -21.4% | -3.5% |
| 10Y | +720.6% | +323.0% | +397.6% | +201.3% |
| All | +1,632.5% | +484.7% | +1,147.8% | +397.6% |
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