+34.8%
KRMN vs SUI
+2.7%
+32.0%
-73.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -9.4% | -0.7% | -8.6% | -9.3% |
| 7D | +26.2% | -3.8% | +30.0% | +26.9% |
| 30D | +34.3% | +3.9% | +30.4% | +31.9% |
| 3M | -34.6% | +0.2% | -34.8% | -35.0% |
| 6M | -35.2% | -4.2% | -31.0% | -35.0% |
| YTD | -44.6% | -2.5% | -42.1% | -45.0% |
| 1Y | -40.2% | -4.0% | -36.2% | -40.2% |
| All | +34.8% | +2.7% | +32.0% | +29.4% |
Cumulative growth
Daily Returns
Daily percentage return beside SUI.
Daily Out/Under-Performance
Portfolio return minus SUI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SUI 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 SUI 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