+29.7%
Q vs KRMN
-59.6%
+89.3%
-34.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | KRMN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | -2.4% | +0.6% | -1.2% |
| 7D | +4.1% | -15.1% | +19.2% | +7.4% |
| 30D | -10.7% | -44.5% | +33.7% | +0.6% |
| 3M | -11.7% | -25.0% | +13.3% | -8.2% |
| 6M | +8.3% | -66.5% | +74.9% | +35.8% |
| YTD | +51.3% | -53.0% | +104.3% | +65.8% |
| All | +29.7% | -59.6% | +89.3% | +46.6% |
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