+82.2%
HWM vs KRMN
+17.4%
+64.8%
-20.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | KRMN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -11.3% | +11.7% | +2.6% |
| 7D | -8.0% | -12.9% | +4.8% | -5.8% |
| 30D | -18.0% | -43.3% | +25.3% | -9.1% |
| 3M | -9.5% | -27.2% | +17.7% | -4.8% |
| 6M | -8.4% | -66.8% | +58.4% | +10.8% |
| YTD | +13.6% | -51.9% | +65.5% | +23.4% |
| 1Y | +30.2% | -43.7% | +73.9% | +34.0% |
| All | +82.2% | +17.4% | +64.8% | +38.1% |
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