+10.2%
TECH vs KRMN
+35.5%
-25.3%
-39.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | KRMN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +0.4% | -0.3% | 0.0% |
| 7D | +0.1% | -10.9% | +11.0% | +0.9% |
| 30D | +0.5% | +34.9% | -34.4% | -2.7% |
| 3M | +1.1% | -32.8% | +33.9% | +4.5% |
| 6M | +62.8% | -39.6% | +102.4% | +68.7% |
| YTD | +24.5% | -44.4% | +68.9% | +27.0% |
| 1Y | +20.6% | -32.2% | +52.9% | +19.9% |
| All | +10.2% | +35.5% | -25.3% | -1.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling