-5.1%
IGV vs KRMN
+14.6%
-19.7%
-36.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | KRMN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -2.4% | +1.7% | -0.3% |
| 7D | -5.4% | -15.1% | +9.8% | -3.2% |
| 30D | -2.6% | -44.5% | +41.9% | +5.6% |
| 3M | +10.5% | -25.0% | +35.6% | +14.1% |
| 6M | +18.2% | -66.5% | +84.7% | +38.1% |
| YTD | -4.2% | -53.0% | +48.8% | +2.8% |
| 1Y | -9.8% | -44.7% | +34.9% | -7.6% |
| All | -5.1% | +14.6% | -19.7% | -25.7% |
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