+50.5%
IBB vs KRMN
+17.4%
+33.1%
-19.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | KRMN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -11.3% | +10.4% | +0.3% |
| 7D | -3.9% | -12.9% | +9.0% | -2.6% |
| 30D | +2.7% | -43.3% | +46.1% | +8.7% |
| 3M | +21.4% | -27.2% | +48.5% | +24.6% |
| 6M | +20.1% | -66.8% | +86.9% | +32.7% |
| YTD | +21.9% | -51.9% | +73.7% | +28.3% |
| 1Y | +44.1% | -43.7% | +87.8% | +47.6% |
| All | +50.5% | +17.4% | +33.1% | +36.9% |
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