+12.2%
IOT vs KRMN
-25.5%
+37.7%
-46.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | KRMN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.7% | -1.3% | +5.1% | +3.8% |
| 7D | -2.3% | -12.3% | +9.9% | -1.7% |
| 30D | +3.8% | -27.5% | +31.3% | +5.3% |
| 3M | +14.2% | -26.5% | +40.7% | +15.9% |
| 6M | +40.1% | -59.6% | +99.7% | +54.1% |
| YTD | +13.4% | -45.4% | +58.8% | +10.1% |
| 1Y | +12.2% | -25.1% | +37.3% | -23.1% |
| All | +12.2% | -25.5% | +37.7% | -23.1% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling