+27.8%
IVV vs KRMN
+32.3%
-4.5%
-18.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | KRMN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -0.7% | +0.1% | -0.5% |
| 7D | +0.5% | -3.4% | +3.9% | +0.9% |
| 30D | -1.0% | -31.8% | +30.9% | +2.8% |
| 3M | +3.9% | -20.0% | +23.9% | +5.6% |
| 6M | +14.5% | -60.5% | +75.0% | +24.8% |
| YTD | +12.9% | -45.8% | +58.7% | +16.7% |
| 1Y | +19.4% | -36.4% | +55.7% | +19.5% |
| All | +27.8% | +32.3% | -4.5% | +5.9% |
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 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