+14.4%
KRMN vs EXEL
+74.5%
-60.0%
-70.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | EXEL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | -1.5% | -0.8% | -1.9% |
| 7D | -15.1% | -2.9% | -12.3% | -14.5% |
| 30D | -44.5% | +11.9% | -56.4% | -46.4% |
| 3M | -25.0% | +9.2% | -34.3% | -27.2% |
| 6M | -66.5% | +39.1% | -105.6% | -69.7% |
| YTD | -53.0% | +31.0% | -84.0% | -57.0% |
| 1Y | -44.7% | +52.3% | -97.1% | -52.0% |
| All | +14.4% | +74.5% | -60.0% | -8.5% |
Cumulative growth
Daily Returns
Daily percentage return beside EXEL.
Daily Out/Under-Performance
Portfolio return minus EXEL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EXEL 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 EXEL 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