+17.4%
KRMN vs ITOT
+27.9%
-10.5%
-70.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ITOT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | +0.8% | +1.7% | +1.2% |
| 7D | -11.8% | -0.9% | -10.8% | -10.3% |
| 30D | -43.0% | -1.5% | -41.6% | -41.5% |
| 3M | -28.8% | +3.6% | -32.4% | -32.5% |
| 6M | -66.3% | +13.7% | -80.0% | -72.2% |
| YTD | -51.8% | +12.9% | -64.7% | -59.6% |
| 1Y | -44.7% | +17.2% | -61.9% | -55.4% |
| All | +17.4% | +27.9% | -10.5% | -10.9% |
Cumulative growth
Daily Returns
Daily percentage return beside ITOT.
Daily Out/Under-Performance
Portfolio return minus ITOT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ITOT 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 ITOT 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