+33.0%
OXY vs KRMN
+17.6%
+15.4%
-30.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | KRMN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +2.6% | -2.1% | +0.5% |
| 7D | +2.8% | -11.8% | +14.6% | +2.9% |
| 30D | +5.5% | -43.0% | +48.5% | +6.1% |
| 3M | +11.3% | -28.8% | +40.1% | +11.6% |
| 6M | +11.6% | -66.3% | +77.9% | +15.9% |
| YTD | +51.6% | -51.8% | +103.3% | +51.2% |
| 1Y | +36.2% | -44.7% | +80.9% | +33.3% |
| All | +33.0% | +17.6% | +15.4% | +13.0% |
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