+9.8%
KR vs EXPD
+40.4%
-30.7%
-26.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | EXPD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | -0.4% | +1.9% | +1.4% |
| 7D | +4.6% | +5.5% | -0.9% | +4.9% |
| 30D | +12.2% | -0.8% | +13.0% | +12.1% |
| 3M | +24.6% | +4.1% | +20.4% | +24.7% |
| 6M | +8.2% | +25.7% | -17.5% | +10.3% |
| YTD | +15.3% | +31.4% | -16.1% | +19.2% |
| 1Y | +9.8% | +42.2% | -32.4% | +17.1% |
| All | +9.8% | +40.4% | -30.7% | +17.1% |
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