+300.5%
ROIV vs KRMN
+49.0%
+251.5%
-20.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | KRMN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | +1.8% | -0.2% | +1.4% |
| 7D | +9.5% | +30.8% | -21.3% | +4.5% |
| 30D | +21.0% | +40.2% | -19.2% | +13.5% |
| 3M | +18.7% | -27.8% | +46.6% | +23.5% |
| 6M | +44.5% | -24.0% | +68.5% | +47.3% |
| YTD | +92.9% | -38.9% | +131.8% | +101.9% |
| 1Y | +100.2% | -35.6% | +135.8% | +107.4% |
| All | +300.5% | +49.0% | +251.5% | +244.3% |
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