+33.1%
WMB vs KRMN
+17.6%
+15.5%
-12.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | KRMN | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +2.6% | -2.5% | -0.1% |
| 7D | -1.8% | -11.8% | +10.0% | -1.1% |
| 30D | -1.2% | -43.0% | +41.9% | +2.1% |
| 3M | +2.5% | -28.8% | +31.3% | +4.2% |
| 6M | -0.7% | -66.3% | +65.7% | +7.1% |
| YTD | +23.0% | -51.8% | +74.8% | +25.5% |
| 1Y | +26.7% | -44.7% | +71.4% | +24.6% |
| All | +33.1% | +17.6% | +15.5% | +5.2% |
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