+1.3%
AXP vs KRMN
-37.1%
+38.4%
-23.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | KRMN | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -0.7% | +0.7% | +0.1% |
| 7D | +0.6% | -3.4% | +4.0% | +0.9% |
| 30D | -4.3% | -31.8% | +27.5% | -0.8% |
| 3M | +4.7% | -20.0% | +24.7% | +6.5% |
| 6M | +9.0% | -60.5% | +69.5% | +17.1% |
| YTD | -11.1% | -45.8% | +34.6% | -8.7% |
| 1Y | +1.3% | -36.4% | +37.6% | +1.2% |
| All | +1.3% | -37.1% | +38.4% | +1.2% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling