+17.2%
KRMN vs VLTO
-4.8%
+22.0%
-69.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VLTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -11.3% | -0.8% | -10.4% | -10.8% |
| 7D | -12.9% | -2.6% | -10.3% | -11.6% |
| 30D | -43.3% | -2.5% | -40.9% | -42.6% |
| 3M | -27.2% | +10.1% | -37.3% | -31.8% |
| 6M | -66.8% | +1.0% | -67.8% | -66.9% |
| YTD | -51.9% | -4.8% | -47.1% | -50.2% |
| 1Y | -43.7% | -9.3% | -34.3% | -39.6% |
| All | +17.2% | -4.8% | +22.0% | +15.7% |
Cumulative growth
Daily Returns
Daily percentage return beside VLTO.
Daily Out/Under-Performance
Portfolio return minus VLTO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VLTO 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 VLTO 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