-0.2%
SCHG vs KRMN
-62.2%
+62.0%
-15.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | KRMN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.5% | -6.1% | +0.6% | -5.0% |
| 7D | -6.8% | -23.0% | +16.2% | -4.9% |
| 30D | -11.2% | -3.6% | -7.6% | -11.2% |
| 3M | -7.4% | -41.8% | +34.4% | -3.2% |
| 6M | -1.0% | -49.0% | +47.9% | +3.9% |
| YTD | +0.9% | -56.1% | +57.1% | +5.0% |
| 1Y | -0.2% | -59.8% | +59.6% | +5.5% |
| All | -0.2% | -62.2% | +62.0% | +5.5% |
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