+32.6%
USB vs KRMN
-38.9%
+71.5%
-16.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | KRMN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -4.3% | +4.0% | -0.1% |
| 7D | +1.4% | +11.1% | -9.7% | +0.7% |
| 30D | +6.4% | +34.7% | -28.3% | +3.7% |
| 3M | -4.5% | -29.4% | +24.9% | -2.0% |
| 6M | +11.4% | -27.8% | +39.2% | +13.3% |
| YTD | +17.1% | -40.0% | +57.1% | +16.9% |
| 1Y | +32.6% | -39.3% | +71.9% | +31.3% |
| All | +32.6% | -38.9% | +71.5% | +31.3% |
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