+41.9%
WELL vs KRMN
-43.1%
+85.0%
-12.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | KRMN | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +2.6% | -2.6% | 0.0% |
| 7D | -0.2% | -11.8% | +11.5% | -0.4% |
| 30D | +2.3% | -43.0% | +45.3% | +1.1% |
| 3M | +12.3% | -28.8% | +41.1% | +11.7% |
| 6M | +15.6% | -66.3% | +81.9% | +13.6% |
| YTD | +28.3% | -51.8% | +80.1% | +28.0% |
| 1Y | +41.9% | -44.7% | +86.6% | +33.5% |
| All | +41.9% | -43.1% | +85.0% | +33.5% |
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 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