-59.7%
KRMN vs EQH
+18.6%
-78.3%
-73.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | EQH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -13.5% | +1.6% | -15.1% | -14.4% |
| 7D | -10.0% | +2.8% | -12.8% | -11.6% |
| 30D | +3.5% | +3.9% | -0.4% | +0.9% |
| 3M | -36.7% | +16.3% | -53.0% | -42.4% |
| 6M | -47.7% | +37.1% | -84.8% | -57.3% |
| YTD | -53.3% | +20.2% | -73.5% | -58.4% |
| 1Y | -59.7% | +17.9% | -77.6% | -63.4% |
| All | -59.7% | +18.6% | -78.3% | -63.4% |
Cumulative growth
Daily Returns
Daily percentage return beside EQH.
Daily Out/Under-Performance
Portfolio return minus EQH return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EQH 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 1y: compounded portfolio wealth divided by compounded EQH 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…
1y analysis · Full analysis span regression · 6 months rolling