+5,148.1%
KR vs EXPD
+31,985.6%
-26,837.5%
-66.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | EXPD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +0.6% | -0.1% | +0.4% |
| 7D | +0.5% | +3.6% | -3.1% | 0.0% |
| 30D | +14.9% | +0.3% | +14.7% | +14.8% |
| 3M | +25.4% | +6.1% | +19.3% | +24.2% |
| 6M | +9.3% | +27.4% | -18.0% | +5.5% |
| YTD | +13.7% | +32.0% | -18.3% | +8.6% |
| 1Y | +9.2% | +40.5% | -31.4% | +3.3% |
| 3Y | +70.1% | +75.7% | -5.6% | +54.2% |
| 5Y | +82.5% | +61.7% | +20.8% | +66.0% |
| 10Y | +155.7% | +336.8% | -181.0% | +99.5% |
| All | +5,148.1% | +31,985.6% | -26,837.5% | +2,499.4% |
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