+123.0%
KRE vs EXPD
+308.0%
-185.0%
-55.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-08 to 2026-09-08.
| Period | Portfolio | EXPD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | -1.5% | +0.2% | -0.5% |
| 7D | +2.3% | -0.9% | +3.3% | +2.8% |
| 30D | -2.5% | +4.1% | -6.5% | -4.6% |
| 3M | +6.2% | +13.8% | -7.5% | -1.2% |
| 6M | +15.8% | +27.3% | -11.5% | +0.7% |
| YTD | +16.0% | +25.4% | -9.4% | +0.5% |
| 1Y | +16.2% | +54.4% | -38.2% | -11.4% |
| 3Y | +86.4% | +67.9% | +18.5% | +32.8% |
| 5Y | +33.0% | +59.2% | -26.2% | -4.9% |
| 10Y | +123.0% | +308.6% | -185.6% | -12.9% |
| All | +123.0% | +308.0% | -185.0% | -12.9% |
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 2016-09-08 to 2026-09-08: 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…
2016-09-08 to 2026-09-08 analysis · Full analysis span regression · 6 months rolling