+38.4%
AAPL vs KRMN
+17.6%
+20.8%
-30.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | KRMN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | +2.6% | -0.8% | +1.6% |
| 7D | +3.8% | -11.8% | +15.6% | +4.6% |
| 30D | +9.9% | -43.0% | +52.9% | +13.9% |
| 3M | +12.5% | -28.8% | +41.3% | +14.5% |
| 6M | +27.6% | -66.3% | +94.0% | +36.1% |
| YTD | +22.6% | -51.8% | +74.3% | +24.8% |
| 1Y | +45.0% | -44.7% | +89.7% | +43.7% |
| All | +38.4% | +17.6% | +20.8% | +10.2% |
Cumulative growth
Daily Returns
Daily percentage return beside KRMN.
Daily Out/Under-Performance
Portfolio return minus KRMN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × KRMN 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 KRMN 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