+30.3%
KR vs EXPD
+66.3%
-36.0%
-26.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | EXPD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | -1.5% | -0.9% | -2.4% |
| 7D | -1.3% | -0.9% | -0.4% | -1.3% |
| 30D | +1.5% | +4.1% | -2.5% | +1.6% |
| 3M | -8.5% | +13.8% | -22.3% | -8.1% |
| 6M | -21.9% | +27.3% | -49.2% | -21.2% |
| YTD | -6.9% | +25.4% | -32.3% | -6.1% |
| 1Y | -14.0% | +54.4% | -68.3% | -13.2% |
| 3Y | +30.3% | +67.9% | -37.6% | +30.9% |
| All | +30.3% | +66.3% | -36.0% | +30.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling