+205.5%
VLO vs KRMN
+14.6%
+190.9%
-24.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | KRMN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -2.4% | +1.5% | -0.8% |
| 7D | +4.0% | -15.1% | +19.1% | +4.7% |
| 30D | +19.0% | -44.5% | +63.5% | +22.3% |
| 3M | +50.0% | -25.0% | +75.0% | +51.2% |
| 6M | +79.1% | -66.5% | +145.7% | +92.2% |
| YTD | +140.3% | -53.0% | +193.3% | +142.9% |
| 1Y | +148.3% | -44.7% | +193.1% | +143.5% |
| All | +205.5% | +14.6% | +190.9% | +152.3% |
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 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