+53.1%
VGT vs KRMN
+17.6%
+35.5%
-26.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | KRMN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | +2.6% | -1.4% | +0.8% |
| 7D | -0.2% | -11.8% | +11.6% | +1.6% |
| 30D | -0.4% | -43.0% | +42.6% | +8.0% |
| 3M | +4.4% | -28.8% | +33.3% | +8.8% |
| 6M | +32.1% | -66.3% | +98.4% | +54.0% |
| YTD | +28.8% | -51.8% | +80.6% | +37.9% |
| 1Y | +35.3% | -44.7% | +80.0% | +39.5% |
| All | +53.1% | +17.6% | +35.5% | +22.7% |
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