+30.8%
USB vs KRMN
-44.1%
+75.0%
-16.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | KRMN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -11.3% | +10.7% | +0.3% |
| 7D | -1.1% | -12.9% | +11.8% | 0.0% |
| 30D | -3.2% | -43.3% | +40.1% | +1.0% |
| 3M | +11.8% | -27.2% | +39.0% | +14.1% |
| 6M | +21.4% | -66.8% | +88.2% | +31.2% |
| YTD | +18.6% | -51.9% | +70.5% | +22.0% |
| 1Y | +30.8% | -43.7% | +74.5% | +36.8% |
| All | +30.8% | -44.1% | +75.0% | +36.8% |
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 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