-4.8%
IGV vs KRMN
+17.6%
-22.4%
-36.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | KRMN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | +2.6% | -2.3% | 0.0% |
| 7D | -2.9% | -11.8% | +8.8% | -1.3% |
| 30D | -1.5% | -43.0% | +41.5% | +6.4% |
| 3M | +11.7% | -28.8% | +40.5% | +16.2% |
| 6M | +18.4% | -66.3% | +84.8% | +38.4% |
| YTD | -3.9% | -51.8% | +47.9% | +2.7% |
| 1Y | -9.7% | -44.7% | +35.0% | -7.3% |
| All | -4.8% | +17.6% | -22.4% | -25.8% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling