+87.6%
ROIV vs KRMN
-41.7%
+129.3%
-20.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | KRMN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.4% | -9.4% | +4.9% | -3.1% |
| 7D | +9.2% | +26.2% | -17.0% | +4.9% |
| 30D | +19.9% | +34.3% | -14.4% | +13.0% |
| 3M | +10.6% | -34.6% | +45.2% | +17.3% |
| 6M | +36.1% | -35.2% | +71.2% | +42.9% |
| YTD | +84.3% | -44.6% | +128.9% | +98.6% |
| 1Y | +87.6% | -40.2% | +127.8% | +98.6% |
| All | +87.6% | -41.7% | +129.3% | +98.6% |
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