+4.5%
V vs KRMN
+17.4%
-12.9%
-20.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | KRMN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -11.3% | +10.9% | +0.3% |
| 7D | -2.9% | -12.9% | +10.0% | -2.2% |
| 30D | +1.9% | -43.3% | +45.2% | +5.0% |
| 3M | +13.2% | -27.2% | +40.4% | +14.6% |
| 6M | +16.7% | -66.8% | +83.5% | +24.8% |
| YTD | +5.4% | -51.9% | +57.3% | +6.8% |
| 1Y | +7.7% | -43.7% | +51.3% | +5.8% |
| All | +4.5% | +17.4% | -12.9% | -15.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling