+28.2%
SW vs KRMN
-36.2%
+64.3%
-30.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | KRMN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +0.6% | -0.4% | +0.2% |
| 7D | +1.8% | +17.3% | -15.5% | +1.0% |
| 30D | +7.0% | +40.8% | -33.8% | +4.5% |
| 3M | -7.6% | -21.2% | +13.5% | -6.0% |
| 6M | +8.5% | -24.6% | +33.1% | +9.8% |
| YTD | +17.7% | -37.3% | +54.9% | +11.7% |
| All | +28.2% | -36.2% | +64.3% | +19.9% |
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