+234.3%
ROIV vs KRMN
+33.3%
+201.0%
-17.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | KRMN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | -1.3% | +2.8% | +1.7% |
| 7D | +0.6% | -12.3% | +12.9% | +2.8% |
| 30D | +1.0% | -27.5% | +28.4% | +6.3% |
| 3M | +18.3% | -26.5% | +44.8% | +23.4% |
| 6M | +18.3% | -59.6% | +77.9% | +34.9% |
| YTD | +61.0% | -45.4% | +106.3% | +74.1% |
| 1Y | +177.9% | -25.1% | +203.0% | +179.9% |
| All | +234.3% | +33.3% | +201.0% | +196.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling