+41.0%
SMH vs KRMN
-67.6%
+108.7%
-24.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | KRMN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | -2.4% | -0.1% | -2.1% |
| 7D | +1.4% | -15.1% | +16.5% | +4.0% |
| 30D | -2.2% | -44.5% | +42.3% | +7.8% |
| 3M | -1.9% | -25.0% | +23.2% | +1.3% |
| 6M | +41.0% | -66.5% | +107.6% | +76.7% |
| All | +41.0% | -67.6% | +108.7% | +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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling