+34.6%
IWD vs KRMN
+17.6%
+17.0%
-14.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | KRMN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +2.6% | -1.7% | +0.7% |
| 7D | -0.8% | -11.8% | +11.0% | +0.1% |
| 30D | -0.8% | -43.0% | +42.2% | +3.5% |
| 3M | +6.9% | -28.8% | +35.8% | +9.3% |
| 6M | +18.3% | -66.3% | +84.6% | +28.2% |
| YTD | +22.4% | -51.8% | +74.1% | +26.6% |
| 1Y | +27.4% | -44.7% | +72.1% | +28.7% |
| All | +34.6% | +17.6% | +17.0% | +15.5% |
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