+9.0%
TECH vs KRMN
+14.6%
-5.6%
-39.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | KRMN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -2.4% | +2.1% | 0.0% |
| 7D | -0.5% | -15.1% | +14.6% | +1.0% |
| 30D | 0.0% | -44.5% | +44.5% | +5.9% |
| 3M | +37.4% | -25.0% | +62.5% | +40.3% |
| 6M | +36.9% | -66.5% | +103.4% | +51.4% |
| YTD | +23.1% | -53.0% | +76.1% | +28.4% |
| 1Y | +42.2% | -44.7% | +87.0% | +45.1% |
| All | +9.0% | +14.6% | -5.6% | -0.3% |
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