+47.7%
CVX vs KRMN
+17.6%
+30.1%
-20.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | KRMN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +2.6% | -2.0% | +0.6% |
| 7D | +2.6% | -11.8% | +14.4% | +2.6% |
| 30D | +9.8% | -43.0% | +52.8% | +10.1% |
| 3M | +16.2% | -28.8% | +45.0% | +16.3% |
| 6M | +13.6% | -66.3% | +80.0% | +16.3% |
| YTD | +44.4% | -51.8% | +96.2% | +43.5% |
| 1Y | +40.6% | -44.7% | +85.3% | +37.7% |
| All | +47.7% | +17.6% | +30.1% | +27.3% |
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 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