-40.1%
LII vs KRMN
+17.6%
-57.7%
-44.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | KRMN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | +2.6% | -4.4% | -2.1% |
| 7D | -6.3% | -11.8% | +5.5% | -4.9% |
| 30D | -13.0% | -43.0% | +30.0% | -7.1% |
| 3M | -29.0% | -28.8% | -0.2% | -26.3% |
| 6M | -27.7% | -66.3% | +38.7% | -19.7% |
| YTD | -24.2% | -51.8% | +27.6% | -20.1% |
| 1Y | -34.8% | -44.7% | +9.9% | -32.8% |
| All | -40.1% | +17.6% | -57.7% | -47.1% |
Cumulative growth
Daily Returns
Daily percentage return beside KRMN.
Daily Out/Under-Performance
Portfolio return minus KRMN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × KRMN 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 10y: compounded portfolio wealth divided by compounded KRMN 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…
10y analysis · Full analysis span regression · 6 months rolling