+92.4%
ROIV vs KRMN
-59.3%
+151.7%
-20.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | KRMN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.1% | -13.5% | +19.6% | +7.8% |
| 7D | +3.0% | -10.0% | +13.0% | +4.1% |
| 30D | +6.8% | +3.5% | +3.4% | +5.5% |
| 3M | +10.5% | -36.7% | +47.2% | +17.7% |
| 6M | +34.8% | -47.7% | +82.5% | +46.8% |
| YTD | +76.2% | -53.3% | +129.5% | +97.4% |
| 1Y | +92.4% | -59.7% | +152.1% | +120.6% |
| All | +92.4% | -59.3% | +151.7% | +120.6% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling