+64.1%
DLTR vs KRMN
+17.6%
+46.5%
-38.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | KRMN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +2.6% | -3.0% | -0.5% |
| 7D | -10.1% | -11.8% | +1.7% | -9.5% |
| 30D | -8.1% | -43.0% | +34.9% | -5.7% |
| 3M | +2.9% | -28.8% | +31.7% | +4.3% |
| 6M | +4.3% | -66.3% | +70.7% | +9.7% |
| YTD | -3.9% | -51.8% | +47.8% | -1.5% |
| 1Y | +18.9% | -44.7% | +63.6% | +20.1% |
| All | +64.1% | +17.6% | +46.5% | +64.3% |
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