+34.2%
KEY vs KRMN
+17.4%
+16.8%
-25.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | KRMN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -11.3% | +11.0% | +0.9% |
| 7D | -0.3% | -12.9% | +12.5% | +1.0% |
| 30D | -3.3% | -43.3% | +40.1% | +2.5% |
| 3M | -0.7% | -27.2% | +26.5% | +1.9% |
| 6M | +12.5% | -66.8% | +79.3% | +25.3% |
| YTD | +8.4% | -51.9% | +60.3% | +13.1% |
| 1Y | +18.4% | -43.7% | +62.1% | +19.0% |
| All | +34.2% | +17.4% | +16.8% | +4.6% |
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