+36.5%
WELL vs KRMN
-59.3%
+95.8%
-12.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | KRMN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.8% | -13.5% | +16.3% | +2.6% |
| 7D | +9.2% | -10.0% | +19.2% | +9.0% |
| 30D | +10.6% | +3.5% | +7.1% | +10.6% |
| 3M | +7.5% | -36.7% | +44.2% | +6.4% |
| 6M | +15.0% | -47.7% | +62.7% | +14.1% |
| YTD | +35.0% | -53.3% | +88.3% | +34.6% |
| 1Y | +36.5% | -59.7% | +96.2% | +37.9% |
| All | +36.5% | -59.3% | +95.8% | +37.9% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling