+17.4%
KRMN vs AEIS
+149.0%
-131.6%
-70.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AEIS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | +4.9% | -2.3% | +0.9% |
| 7D | -11.8% | +2.3% | -14.0% | -12.4% |
| 30D | -43.0% | -14.8% | -28.2% | -40.1% |
| 3M | -28.8% | -15.6% | -13.3% | -27.0% |
| 6M | -66.3% | -8.7% | -57.6% | -66.6% |
| YTD | -51.8% | +37.3% | -89.1% | -59.0% |
| 1Y | -44.7% | +80.3% | -125.0% | -57.4% |
| All | +17.4% | +149.0% | -131.6% | -24.2% |
Cumulative growth
Daily Returns
Daily percentage return beside AEIS.
Daily Out/Under-Performance
Portfolio return minus AEIS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AEIS 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 AEIS 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