+17.2%
KRMN vs WU
-20.8%
+38.0%
-69.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -11.3% | -0.9% | -10.4% | -11.1% |
| 7D | -12.9% | -4.9% | -7.9% | -12.1% |
| 30D | -43.3% | -1.3% | -42.1% | -43.3% |
| 3M | -27.2% | -3.6% | -23.6% | -27.8% |
| 6M | -66.8% | -24.3% | -42.5% | -65.5% |
| YTD | -51.9% | -21.1% | -30.8% | -50.3% |
| 1Y | -43.7% | -10.3% | -33.3% | -43.2% |
| All | +17.2% | -20.8% | +38.0% | +24.4% |
Cumulative growth
Daily Returns
Daily percentage return beside WU.
Daily Out/Under-Performance
Portfolio return minus WU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WU 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 WU 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