+83.1%
BEN vs KRMN
+17.4%
+65.7%
-19.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | KRMN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | -11.3% | +9.7% | 0.0% |
| 7D | +3.4% | -12.9% | +16.2% | +5.2% |
| 30D | +1.8% | -43.3% | +45.1% | +9.5% |
| 3M | +8.4% | -27.2% | +35.6% | +12.1% |
| 6M | +35.6% | -66.8% | +102.4% | +53.4% |
| YTD | +46.4% | -51.9% | +98.2% | +54.9% |
| 1Y | +46.3% | -43.7% | +90.0% | +49.7% |
| All | +83.1% | +17.4% | +65.7% | +53.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling