+41.1%
SCHD vs KRMN
-59.7%
+100.8%
-6.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | KRMN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | -13.5% | +15.4% | +2.1% |
| 7D | +3.2% | -10.0% | +13.2% | +3.4% |
| 30D | +10.7% | +3.5% | +7.2% | +10.4% |
| 3M | +7.8% | -36.7% | +44.5% | +8.7% |
| 6M | +16.7% | -47.7% | +64.4% | +18.0% |
| YTD | +35.3% | -53.3% | +88.6% | +35.3% |
| All | +41.1% | -59.7% | +100.8% | +41.1% |
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 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