+73.1%
HWM vs KRMN
+35.5%
+37.6%
-36.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | KRMN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | +0.4% | -1.4% | -1.1% |
| 7D | +7.3% | -10.9% | +18.1% | +9.3% |
| 30D | +1.6% | +34.9% | -33.3% | -5.1% |
| 3M | -21.9% | -32.8% | +10.9% | -17.2% |
| 6M | -19.0% | -39.6% | +20.5% | -13.5% |
| YTD | +7.9% | -44.4% | +52.4% | +12.5% |
| 1Y | +9.9% | -32.2% | +42.2% | +8.3% |
| All | +73.1% | +35.5% | +37.6% | +25.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling