+8.3%
RKT vs KRMN
+17.6%
-9.3%
-47.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | KRMN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +2.6% | -2.7% | -0.6% |
| 7D | -6.3% | -11.8% | +5.5% | -3.8% |
| 30D | -6.2% | -43.0% | +36.8% | +5.4% |
| 3M | -1.9% | -28.8% | +27.0% | +4.4% |
| 6M | -13.0% | -66.3% | +53.3% | +6.9% |
| YTD | -31.9% | -51.8% | +19.9% | -20.8% |
| 1Y | -37.6% | -44.7% | +7.1% | -28.9% |
| All | +8.3% | +17.6% | -9.3% | +11.4% |
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