+17.4%
KRMN vs EXR
-4.9%
+22.3%
-70.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | EXR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | +0.9% | +1.7% | +2.2% |
| 7D | -11.8% | -1.2% | -10.6% | -11.3% |
| 30D | -43.0% | -6.2% | -36.8% | -41.6% |
| 3M | -28.8% | -7.4% | -21.4% | -26.9% |
| 6M | -66.3% | -0.5% | -65.8% | -66.6% |
| YTD | -51.8% | +8.1% | -59.9% | -54.0% |
| 1Y | -44.7% | -2.9% | -41.8% | -45.2% |
| All | +17.4% | -4.9% | +22.3% | +10.2% |
Cumulative growth
Daily Returns
Daily percentage return beside EXR.
Daily Out/Under-Performance
Portfolio return minus EXR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EXR 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 10y: compounded portfolio wealth divided by compounded EXR 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…
10y analysis · Full analysis span regression · 6 months rolling