+17.4%
KRMN vs WSM
+12.6%
+4.8%
-70.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | WSM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | +1.1% | +1.5% | +2.2% |
| 7D | -11.8% | -0.5% | -11.2% | -11.6% |
| 30D | -43.0% | -7.7% | -35.3% | -41.4% |
| 3M | -28.8% | +3.8% | -32.6% | -29.6% |
| 6M | -66.3% | +22.7% | -89.0% | -68.4% |
| YTD | -51.8% | +28.0% | -79.8% | -55.3% |
| 1Y | -44.7% | +12.7% | -57.4% | -47.3% |
| All | +17.4% | +12.6% | +4.8% | +10.4% |
Cumulative growth
Daily Returns
Daily percentage return beside WSM.
Daily Out/Under-Performance
Portfolio return minus WSM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WSM 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 WSM 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