+37.2%
EFA vs KRMN
+17.6%
+19.6%
-14.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | KRMN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | +2.6% | -1.6% | +0.7% |
| 7D | -1.5% | -11.8% | +10.2% | -0.4% |
| 30D | -1.7% | -43.0% | +41.4% | +3.8% |
| 3M | +3.5% | -28.8% | +32.3% | +6.4% |
| 6M | +9.5% | -66.3% | +75.8% | +20.4% |
| YTD | +12.9% | -51.8% | +64.7% | +18.4% |
| 1Y | +18.2% | -44.7% | +62.9% | +20.9% |
| All | +37.2% | +17.6% | +19.6% | +18.2% |
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 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