+76.1%
RIO vs KRMN
+17.6%
+58.5%
-20.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | KRMN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +2.6% | -2.0% | +0.3% |
| 7D | -3.2% | -11.8% | +8.6% | -1.9% |
| 30D | +0.9% | -43.0% | +43.9% | +7.4% |
| 3M | -1.4% | -28.8% | +27.4% | +1.8% |
| 6M | +10.9% | -66.3% | +77.3% | +23.1% |
| YTD | +31.2% | -51.8% | +83.0% | +38.8% |
| 1Y | +67.9% | -44.7% | +112.6% | +73.8% |
| All | +76.1% | +17.6% | +58.5% | +63.0% |
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