+126.4%
SMH vs KRMN
+17.6%
+108.8%
-30.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | KRMN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | +2.6% | -1.1% | +1.0% |
| 7D | +0.3% | -11.8% | +12.0% | +2.5% |
| 30D | -2.8% | -43.0% | +40.2% | +8.1% |
| 3M | -6.7% | -28.8% | +22.1% | -1.6% |
| 6M | +41.8% | -66.3% | +108.1% | +72.4% |
| YTD | +57.9% | -51.8% | +109.7% | +72.4% |
| 1Y | +87.6% | -44.7% | +132.3% | +95.8% |
| All | +126.4% | +17.6% | +108.8% | +76.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling