+291.8%
ROIV vs KRMN
+14.6%
+277.1%
-17.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | KRMN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | -2.4% | +0.3% | -1.7% |
| 7D | +19.0% | -15.1% | +34.1% | +22.0% |
| 30D | +16.1% | -44.5% | +60.6% | +27.7% |
| 3M | +44.1% | -25.0% | +69.1% | +49.5% |
| 6M | +37.8% | -66.5% | +104.4% | +61.9% |
| YTD | +88.7% | -53.0% | +141.7% | +108.8% |
| 1Y | +197.3% | -44.7% | +242.0% | +216.1% |
| All | +291.8% | +14.6% | +277.1% | +256.0% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling