+118.9%
PSX vs KRMN
+17.6%
+101.3%
-28.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | KRMN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +2.6% | -2.2% | +0.3% |
| 7D | +1.7% | -11.8% | +13.5% | +2.2% |
| 30D | +15.6% | -43.0% | +58.6% | +18.3% |
| 3M | +46.5% | -28.8% | +75.3% | +48.1% |
| 6M | +55.0% | -66.3% | +121.4% | +65.5% |
| YTD | +105.3% | -51.8% | +157.1% | +107.4% |
| 1Y | +101.6% | -44.7% | +146.3% | +98.1% |
| All | +118.9% | +17.6% | +101.3% | +76.7% |
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