+49.9%
HST vs KRMN
+14.6%
+35.3%
-24.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | KRMN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -2.4% | +2.8% | +0.6% |
| 7D | +0.7% | -15.1% | +15.8% | +1.6% |
| 30D | -0.7% | -44.5% | +43.8% | +2.5% |
| 3M | -4.0% | -25.0% | +21.0% | -3.0% |
| 6M | +20.7% | -66.5% | +87.2% | +28.2% |
| YTD | +31.0% | -53.0% | +84.0% | +34.4% |
| 1Y | +36.2% | -44.7% | +81.0% | +36.2% |
| All | +49.9% | +14.6% | +35.3% | +25.5% |
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