+4,304.6%
KR vs EXPD
+30,859.1%
-26,554.5%
-66.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | EXPD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +0.9% | -0.8% | 0.0% |
| 7D | +1.5% | -1.1% | +2.6% | +1.7% |
| 30D | +4.1% | +4.1% | 0.0% | +3.5% |
| 3M | -5.2% | +17.9% | -23.1% | -7.5% |
| 6M | -12.8% | +29.2% | -42.0% | -16.1% |
| YTD | -4.6% | +27.4% | -32.0% | -8.4% |
| 1Y | -11.7% | +56.8% | -68.5% | -17.8% |
| 3Y | +36.3% | +68.0% | -31.8% | +24.3% |
| 5Y | +40.0% | +61.9% | -21.9% | +27.3% |
| 10Y | +122.2% | +316.0% | -193.8% | +74.6% |
| All | +4,304.6% | +30,859.1% | -26,554.5% | +2,094.3% |
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 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