+34.2%
HAL vs KRMN
+35.5%
-1.3%
-28.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | KRMN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.1% | +0.4% | +2.7% | +3.1% |
| 7D | +6.1% | -10.9% | +16.9% | +7.0% |
| 30D | +2.9% | +34.9% | -32.0% | -0.1% |
| 3M | +3.3% | -32.8% | +36.1% | +6.1% |
| 6M | -16.9% | -39.6% | +22.7% | -13.8% |
| YTD | +21.2% | -44.4% | +65.6% | +23.4% |
| 1Y | +27.5% | -32.2% | +59.8% | +25.8% |
| All | +34.2% | +35.5% | -1.3% | +7.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling