+17.2%
KRMN vs WSM
+13.2%
+4.0%
-69.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WSM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -11.3% | -0.1% | -11.1% | -11.2% |
| 7D | -12.9% | +2.6% | -15.5% | -13.6% |
| 30D | -43.3% | -9.3% | -34.1% | -41.4% |
| 3M | -27.2% | +7.1% | -34.3% | -28.7% |
| 6M | -66.8% | +21.7% | -88.5% | -68.8% |
| YTD | -51.9% | +28.7% | -80.6% | -55.4% |
| 1Y | -43.7% | +13.9% | -57.5% | -46.5% |
| All | +17.2% | +13.2% | +4.0% | +10.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling