+82.9%
VSH vs KRMN
+14.6%
+68.3%
-54.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | KRMN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -2.4% | +1.4% | -0.3% |
| 7D | +3.1% | -15.1% | +18.2% | +7.3% |
| 30D | -5.7% | -44.5% | +38.8% | +9.6% |
| 3M | -42.5% | -25.0% | -17.4% | -38.7% |
| 6M | +82.7% | -66.5% | +149.2% | +135.5% |
| YTD | +118.2% | -53.0% | +171.2% | +145.3% |
| 1Y | +109.7% | -44.7% | +154.4% | +122.3% |
| All | +82.9% | +14.6% | +68.3% | +45.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling