+47.3%
HAL vs KRMN
+33.3%
+14.0%
-28.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | KRMN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -1.3% | +0.7% | -0.5% |
| 7D | +2.9% | -12.3% | +15.2% | +4.0% |
| 30D | +17.0% | -27.5% | +44.5% | +20.2% |
| 3M | -9.7% | -26.5% | +16.8% | -7.6% |
| 6M | +8.6% | -59.6% | +68.2% | +18.3% |
| YTD | +33.0% | -45.4% | +78.3% | +36.6% |
| 1Y | +68.3% | -25.1% | +93.4% | +62.3% |
| All | +47.3% | +33.3% | +14.0% | +18.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling