+82.3%
VSH vs KRMN
+14.6%
+67.7%
-54.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | KRMN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | -2.4% | +1.1% | -0.7% |
| 7D | +2.8% | -15.1% | +17.9% | +6.9% |
| 30D | -6.0% | -44.5% | +38.5% | +9.3% |
| 3M | -42.6% | -25.0% | -17.6% | -38.9% |
| 6M | +82.1% | -66.5% | +148.6% | +134.7% |
| YTD | +117.5% | -53.0% | +170.5% | +144.6% |
| 1Y | +109.0% | -44.7% | +153.7% | +121.6% |
| All | +82.3% | +14.6% | +67.7% | +45.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling