+118.1%
PSX vs KRMN
+14.6%
+103.5%
-28.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | KRMN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -2.4% | +1.5% | -0.8% |
| 7D | +1.5% | -15.1% | +16.6% | +2.2% |
| 30D | +15.8% | -44.5% | +60.3% | +18.7% |
| 3M | +43.0% | -25.0% | +68.0% | +44.0% |
| 6M | +61.1% | -66.5% | +127.6% | +71.8% |
| YTD | +104.5% | -53.0% | +157.5% | +106.8% |
| 1Y | +102.5% | -44.7% | +147.3% | +98.4% |
| All | +118.1% | +14.6% | +103.5% | +76.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling