+17.4%
KRMN vs SOXQ
+134.2%
-116.8%
-70.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SOXQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | +1.8% | +0.8% | +1.7% |
| 7D | -11.8% | +0.8% | -12.5% | -12.1% |
| 30D | -43.0% | -4.6% | -38.4% | -41.8% |
| 3M | -28.8% | -10.2% | -18.7% | -27.0% |
| 6M | -66.3% | +49.7% | -116.0% | -75.7% |
| YTD | -51.8% | +67.2% | -119.0% | -67.7% |
| 1Y | -44.7% | +98.0% | -142.7% | -66.4% |
| All | +17.4% | +134.2% | -116.8% | -35.7% |
Cumulative growth
Daily Returns
Daily percentage return beside SOXQ.
Daily Out/Under-Performance
Portfolio return minus SOXQ return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SOXQ 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 SOXQ 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