+48.3%
USAR vs KRMN
+17.4%
+30.9%
-69.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | KRMN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.4% | -11.3% | +7.9% | +1.5% |
| 7D | -4.4% | -12.9% | +8.4% | +1.2% |
| 30D | -10.4% | -43.3% | +32.9% | +14.2% |
| 3M | -18.4% | -27.2% | +8.8% | -7.7% |
| 6M | -8.8% | -66.8% | +58.0% | +41.6% |
| YTD | +43.4% | -51.9% | +95.2% | +96.0% |
| 1Y | +21.0% | -43.7% | +64.6% | +59.1% |
| All | +48.3% | +17.4% | +30.9% | +28.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling