+28.9%
USFD vs KRMN
-30.2%
+59.1%
-17.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | KRMN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -9.4% | +8.0% | -1.4% |
| 7D | +1.3% | +26.2% | -24.9% | +1.6% |
| 30D | +10.6% | +34.3% | -23.8% | +9.5% |
| 3M | -2.4% | -34.6% | +32.2% | -4.1% |
| 6M | +28.9% | -35.2% | +64.1% | +26.8% |
| All | +28.9% | -30.2% | +59.1% | +26.8% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling