+241.9%
TER vs KRMN
+17.4%
+224.5%
-42.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | KRMN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.1% | -11.3% | +14.4% | +6.0% |
| 7D | +12.4% | -12.9% | +25.2% | +16.0% |
| 30D | +5.1% | -43.3% | +48.5% | +21.2% |
| 3M | +4.0% | -27.2% | +31.1% | +10.6% |
| 6M | +29.5% | -66.8% | +96.3% | +67.8% |
| YTD | +98.5% | -51.9% | +150.3% | +132.1% |
| 1Y | +234.1% | -43.7% | +277.7% | +274.4% |
| All | +241.9% | +17.4% | +224.5% | +217.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling