+199.8%
TER vs KRMN
-25.5%
+225.3%
-34.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | KRMN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.4% | -1.3% | +6.8% | +5.8% |
| 7D | +0.6% | -12.3% | +12.8% | +4.3% |
| 30D | -8.3% | -27.5% | +19.2% | +0.1% |
| 3M | -12.2% | -26.5% | +14.2% | -5.7% |
| 6M | +17.0% | -59.6% | +76.6% | +48.5% |
| YTD | +84.6% | -45.4% | +130.0% | +111.6% |
| 1Y | +199.8% | -25.1% | +224.9% | +229.9% |
| All | +199.8% | -25.5% | +225.3% | +229.9% |
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