+17.4%
KRMN vs INVH
-7.3%
+24.7%
-70.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | INVH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | -0.1% | +2.7% | +2.6% |
| 7D | -11.8% | -3.0% | -8.8% | -11.3% |
| 30D | -43.0% | -7.5% | -35.5% | -42.3% |
| 3M | -28.8% | -5.5% | -23.3% | -28.4% |
| 6M | -66.3% | +11.7% | -78.1% | -67.8% |
| YTD | -51.8% | +1.3% | -53.1% | -52.5% |
| 1Y | -44.7% | -6.1% | -38.6% | -42.7% |
| All | +17.4% | -7.3% | +24.7% | +27.6% |
Cumulative growth
Daily Returns
Daily percentage return beside INVH.
Daily Out/Under-Performance
Portfolio return minus INVH return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × INVH 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 all: compounded portfolio wealth divided by compounded INVH 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…
all analysis · Full analysis span regression · 6 months rolling