+1.4%
MUB vs KRMN
+14.6%
-13.2%
-4.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | KRMN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -2.4% | +1.6% | -0.7% |
| 7D | -1.2% | -15.1% | +13.9% | -1.1% |
| 30D | -2.8% | -44.5% | +41.7% | -2.3% |
| 3M | -3.1% | -25.0% | +22.0% | -2.8% |
| 6M | -2.9% | -66.5% | +63.7% | -2.0% |
| YTD | -2.0% | -53.0% | +51.0% | -1.6% |
| 1Y | 0.0% | -44.7% | +44.7% | +0.1% |
| All | +1.4% | +14.6% | -13.2% | -0.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling