+15.7%
XEL vs KRMN
+17.6%
-1.9%
-11.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | KRMN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +2.6% | -2.5% | 0.0% |
| 7D | -0.3% | -11.8% | +11.5% | 0.0% |
| 30D | -3.9% | -43.0% | +39.1% | -2.6% |
| 3M | -2.8% | -28.8% | +26.0% | -2.0% |
| 6M | -5.4% | -66.3% | +61.0% | -2.3% |
| YTD | +3.8% | -51.8% | +55.5% | +4.5% |
| 1Y | +6.8% | -44.7% | +51.5% | +6.0% |
| All | +15.7% | +17.6% | -1.9% | +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 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