+32.1%
KRMN vs SUI
+1.9%
+30.2%
-65.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -1.5% | +0.8% | -0.3% |
| 7D | -3.4% | -3.1% | -0.3% | -2.5% |
| 30D | -31.8% | -2.3% | -29.5% | -31.4% |
| 3M | -20.0% | -2.8% | -17.2% | -20.0% |
| 6M | -60.5% | -12.4% | -48.2% | -58.7% |
| YTD | -45.8% | -3.3% | -42.4% | -45.6% |
| 1Y | -36.4% | -5.8% | -30.5% | -35.4% |
| All | +32.1% | +1.9% | +30.2% | +28.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling