+32.5%
KO vs KRMN
+17.6%
+14.9%
-9.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | KRMN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +2.6% | -2.1% | +0.6% |
| 7D | +0.2% | -11.8% | +12.0% | +0.1% |
| 30D | +1.8% | -43.0% | +44.8% | +0.9% |
| 3M | +7.7% | -28.8% | +36.5% | +7.2% |
| 6M | +15.3% | -66.3% | +81.6% | +14.5% |
| YTD | +28.0% | -51.8% | +79.8% | +26.9% |
| 1Y | +34.3% | -44.7% | +79.0% | +32.3% |
| All | +32.5% | +17.6% | +14.9% | +23.0% |
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