+29.2%
IWM vs KRMN
+14.6%
+14.6%
-22.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | KRMN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -2.4% | +1.3% | -0.7% |
| 7D | -2.5% | -15.1% | +12.6% | -0.4% |
| 30D | -4.4% | -44.5% | +40.1% | +3.5% |
| 3M | +2.2% | -25.0% | +27.3% | +5.4% |
| 6M | +14.0% | -66.5% | +80.6% | +31.5% |
| YTD | +17.4% | -53.0% | +70.4% | +26.2% |
| 1Y | +22.9% | -44.7% | +67.7% | +27.5% |
| All | +29.2% | +14.6% | +14.6% | +11.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling