+41.5%
ESI vs KRMN
-25.5%
+67.0%
-29.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | KRMN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.9% | -1.3% | +4.3% | +3.1% |
| 7D | +3.3% | -12.3% | +15.6% | +5.2% |
| 30D | -5.9% | -27.5% | +21.6% | -1.6% |
| 3M | -14.1% | -26.5% | +12.4% | -11.0% |
| 6M | +6.6% | -59.6% | +66.1% | +20.4% |
| YTD | +45.0% | -45.4% | +90.4% | +50.1% |
| 1Y | +41.5% | -25.1% | +66.6% | +37.3% |
| All | +41.5% | -25.5% | +67.0% | +37.3% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling