+79.9%
SU vs KRMN
+17.6%
+62.3%
-22.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | KRMN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +2.6% | -2.7% | -0.2% |
| 7D | +2.2% | -11.8% | +14.0% | +2.5% |
| 30D | +8.4% | -43.0% | +51.5% | +10.2% |
| 3M | +12.1% | -28.8% | +40.9% | +12.9% |
| 6M | +19.7% | -66.3% | +86.0% | +24.9% |
| YTD | +58.4% | -51.8% | +110.2% | +60.1% |
| 1Y | +67.2% | -44.7% | +111.9% | +65.3% |
| All | +79.9% | +17.6% | +62.3% | +54.2% |
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