+48.4%
IBB vs KRMN
+14.6%
+33.7%
-19.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | KRMN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -2.4% | +1.0% | -1.1% |
| 7D | -5.2% | -15.1% | +9.9% | -3.7% |
| 30D | +1.5% | -44.5% | +45.9% | +7.6% |
| 3M | +22.1% | -25.0% | +47.2% | +25.0% |
| 6M | +17.7% | -66.5% | +84.3% | +30.1% |
| YTD | +20.2% | -53.0% | +73.2% | +26.8% |
| 1Y | +44.4% | -44.7% | +89.2% | +48.2% |
| All | +48.4% | +14.6% | +33.7% | +35.3% |
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