+35.3%
KRMN vs EXR
+10.9%
+24.5%
-73.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | EXR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +0.2% | +0.2% | +0.3% |
| 7D | -10.9% | -0.4% | -10.4% | -10.7% |
| 30D | +34.9% | +18.2% | +16.7% | +25.4% |
| 3M | -32.8% | +7.3% | -40.1% | -35.2% |
| 6M | -39.6% | +13.8% | -53.4% | -43.2% |
| YTD | -44.4% | +25.9% | -70.4% | -50.5% |
| 1Y | -32.2% | +25.8% | -58.0% | -39.6% |
| All | +35.3% | +10.9% | +24.5% | +18.6% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling