+300.1%
ROIV vs KRMN
+17.4%
+282.7%
-17.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | KRMN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -11.3% | +12.1% | +2.6% |
| 7D | +22.3% | -12.9% | +35.2% | +24.9% |
| 30D | +16.9% | -43.3% | +60.2% | +28.0% |
| 3M | +43.9% | -27.2% | +71.1% | +50.1% |
| 6M | +41.6% | -66.8% | +108.4% | +66.5% |
| YTD | +92.7% | -51.9% | +144.5% | +112.4% |
| 1Y | +210.2% | -43.7% | +253.8% | +228.8% |
| All | +300.1% | +17.4% | +282.7% | +262.1% |
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