+57.1%
HAS vs KRMN
+17.4%
+39.7%
-27.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | KRMN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | -11.3% | +9.8% | -0.9% |
| 7D | -4.8% | -12.9% | +8.0% | -4.2% |
| 30D | -5.1% | -43.3% | +38.2% | -2.3% |
| 3M | +6.4% | -27.2% | +33.6% | +7.8% |
| 6M | -5.6% | -66.8% | +61.2% | -0.3% |
| YTD | +11.0% | -51.9% | +62.8% | +12.5% |
| 1Y | +16.8% | -43.7% | +60.4% | +15.9% |
| All | +57.1% | +17.4% | +39.7% | +45.7% |
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 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