+17.2%
KRMN vs BUD
+51.6%
-34.4%
-69.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BUD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -11.3% | -2.2% | -9.1% | -11.0% |
| 7D | -12.9% | -1.3% | -11.5% | -12.7% |
| 30D | -43.3% | -6.1% | -37.2% | -42.9% |
| 3M | -27.2% | -3.8% | -23.4% | -27.2% |
| 6M | -66.8% | +8.2% | -75.0% | -67.5% |
| YTD | -51.9% | +23.6% | -75.4% | -54.2% |
| 1Y | -43.7% | +33.4% | -77.1% | -47.4% |
| All | +17.2% | +51.6% | -34.4% | +0.1% |
Cumulative growth
Daily Returns
Daily percentage return beside BUD.
Daily Out/Under-Performance
Portfolio return minus BUD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BUD 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 3y: compounded portfolio wealth divided by compounded BUD 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…
3y analysis · Full analysis span regression · 6 months rolling