+65.7%
KR vs EXPD
+72.3%
-6.6%
-26.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | EXPD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +2.7% | -2.2% | +0.5% |
| 7D | -0.5% | -5.5% | +5.0% | -0.7% |
| 30D | +10.3% | -1.9% | +12.2% | +10.2% |
| 3M | +20.7% | +6.1% | +14.6% | +20.9% |
| 6M | +4.9% | +21.6% | -16.7% | +5.6% |
| YTD | +10.7% | +27.9% | -17.2% | +11.7% |
| 1Y | +7.2% | +39.4% | -32.2% | +8.2% |
| 3Y | +65.7% | +72.7% | -7.0% | +64.3% |
| All | +65.7% | +72.3% | -6.6% | +64.3% |
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