+51.3%
CVS vs KRMN
+14.6%
+36.7%
-16.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | KRMN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -2.4% | +2.3% | 0.0% |
| 7D | -2.0% | -15.1% | +13.2% | -1.5% |
| 30D | +1.9% | -44.5% | +46.4% | +3.6% |
| 3M | -2.2% | -25.0% | +22.8% | -1.6% |
| 6M | +26.7% | -66.5% | +93.3% | +30.2% |
| YTD | +22.9% | -53.0% | +75.9% | +23.9% |
| 1Y | +32.9% | -44.7% | +77.6% | +32.4% |
| All | +51.3% | +14.6% | +36.7% | +35.0% |
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