+42.4%
HAL vs KRMN
+17.6%
+24.8%
-28.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | KRMN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +2.6% | -3.2% | -0.8% |
| 7D | -3.3% | -11.8% | +8.4% | -2.4% |
| 30D | +8.2% | -43.0% | +51.2% | +13.3% |
| 3M | -9.4% | -28.8% | +19.4% | -7.4% |
| 6M | +0.6% | -66.3% | +67.0% | +11.6% |
| YTD | +28.6% | -51.8% | +80.4% | +33.3% |
| 1Y | +63.9% | -44.7% | +108.6% | +64.9% |
| All | +42.4% | +17.6% | +24.8% | +15.7% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling