+16.7%
PTC vs KRMN
+35.5%
-18.8%
-48.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | KRMN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +0.4% | -0.5% | -0.1% |
| 7D | +0.5% | -10.9% | +11.3% | +1.0% |
| 30D | +1.2% | +34.9% | -33.7% | -1.1% |
| 3M | +27.4% | -32.8% | +60.2% | +31.7% |
| 6M | +39.2% | -39.6% | +78.8% | +45.2% |
| YTD | +12.5% | -44.4% | +56.9% | +14.1% |
| 1Y | +12.3% | -32.2% | +44.5% | +8.6% |
| All | +16.7% | +35.5% | -18.8% | -7.8% |
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