+42.1%
BEN vs KRMN
-25.5%
+67.6%
-19.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | KRMN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.5% | -1.3% | +4.8% | +3.7% |
| 7D | +0.2% | -12.3% | +12.5% | +1.6% |
| 30D | -0.5% | -27.5% | +26.9% | +2.6% |
| 3M | +9.7% | -26.5% | +36.2% | +12.3% |
| 6M | +33.9% | -59.6% | +93.5% | +42.7% |
| YTD | +49.0% | -45.4% | +94.3% | +53.8% |
| 1Y | +42.1% | -25.1% | +67.2% | +50.3% |
| All | +42.1% | -25.5% | +67.6% | +50.3% |
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