+12.3%
WFC vs KRMN
-25.5%
+37.9%
-23.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | KRMN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -1.3% | +2.2% | +1.0% |
| 7D | +3.8% | -12.3% | +16.1% | +4.8% |
| 30D | +1.5% | -27.5% | +28.9% | +4.0% |
| 3M | +10.9% | -26.5% | +37.4% | +13.0% |
| 6M | +8.4% | -59.6% | +68.0% | +14.6% |
| YTD | -1.9% | -45.4% | +43.5% | +1.3% |
| 1Y | +12.3% | -25.1% | +37.4% | +23.1% |
| All | +12.3% | -25.5% | +37.9% | +23.1% |
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