+51.7%
XLE vs KRMN
+14.6%
+37.0%
-18.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | KRMN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -2.4% | +1.8% | -0.5% |
| 7D | +0.5% | -15.1% | +15.6% | +0.9% |
| 30D | +6.6% | -44.5% | +51.0% | +8.4% |
| 3M | +12.3% | -25.0% | +37.3% | +12.8% |
| 6M | +18.4% | -66.5% | +84.9% | +24.1% |
| YTD | +47.2% | -53.0% | +100.2% | +48.1% |
| 1Y | +50.3% | -44.7% | +95.0% | +47.3% |
| All | +51.7% | +14.6% | +37.0% | +25.5% |
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 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