+27.6%
IVV vs KRMN
+17.6%
+10.0%
-18.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | KRMN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +2.6% | -1.7% | +0.6% |
| 7D | -0.8% | -11.8% | +11.0% | +0.4% |
| 30D | -1.1% | -43.0% | +41.9% | +4.6% |
| 3M | +3.9% | -28.8% | +32.7% | +6.9% |
| 6M | +13.6% | -66.3% | +80.0% | +25.9% |
| YTD | +12.7% | -51.8% | +64.5% | +17.8% |
| 1Y | +17.6% | -44.7% | +62.3% | +19.5% |
| All | +27.6% | +17.6% | +10.0% | +6.9% |
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 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