+10.1%
WM vs KRMN
+35.5%
-25.4%
-18.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | KRMN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +0.4% | -0.5% | -0.1% |
| 7D | +3.2% | -10.9% | +14.1% | +3.2% |
| 30D | +13.0% | +34.9% | -21.9% | +12.9% |
| 3M | +9.2% | -32.8% | +42.0% | +9.4% |
| 6M | +13.6% | -39.6% | +53.2% | +14.4% |
| YTD | +12.4% | -44.4% | +56.8% | +12.8% |
| 1Y | +21.2% | -32.2% | +53.4% | +21.0% |
| All | +10.1% | +35.5% | -25.4% | -1.6% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling