+37.3%
WMB vs KRMN
+17.4%
+19.9%
-12.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | KRMN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -11.3% | +10.4% | -0.2% |
| 7D | 0.0% | -12.9% | +12.9% | +0.8% |
| 30D | +4.6% | -43.3% | +47.9% | +8.1% |
| 3M | +5.7% | -27.2% | +32.9% | +7.2% |
| 6M | +4.2% | -66.8% | +71.0% | +12.4% |
| YTD | +26.8% | -51.9% | +78.7% | +29.5% |
| 1Y | +34.7% | -43.7% | +78.3% | +31.9% |
| All | +37.3% | +17.4% | +19.9% | +8.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling