+238.4%
TER vs KRMN
+17.6%
+220.8%
-42.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | KRMN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | +2.6% | 0.0% | +1.9% |
| 7D | +6.4% | -11.8% | +18.1% | +9.4% |
| 30D | -5.7% | -43.0% | +37.3% | +8.6% |
| 3M | -0.4% | -28.8% | +28.4% | +6.6% |
| 6M | +25.8% | -66.3% | +92.2% | +62.5% |
| YTD | +96.4% | -51.8% | +148.2% | +129.7% |
| 1Y | +229.2% | -44.7% | +273.9% | +270.4% |
| All | +238.4% | +17.6% | +220.8% | +213.8% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling