+29.4%
SCHD vs KRMN
+17.6%
+11.8%
-14.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | KRMN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +2.6% | -2.2% | +0.3% |
| 7D | -2.0% | -11.8% | +9.8% | -1.5% |
| 30D | -0.4% | -43.0% | +42.6% | +1.8% |
| 3M | +5.7% | -28.8% | +34.6% | +6.9% |
| 6M | +11.9% | -66.3% | +78.2% | +16.7% |
| YTD | +26.4% | -51.8% | +78.2% | +28.1% |
| 1Y | +27.6% | -44.7% | +72.3% | +27.2% |
| All | +29.4% | +17.6% | +11.8% | +14.7% |
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