+47.7%
XLE vs KRMN
-39.5%
+87.2%
-15.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | KRMN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | +0.4% | +0.6% | +1.0% |
| 7D | +5.4% | -10.9% | +16.3% | +5.4% |
| 30D | -3.9% | +34.9% | -38.9% | -3.6% |
| 3M | +7.0% | -32.8% | +39.8% | +6.4% |
| 6M | +14.2% | -39.6% | +53.8% | +14.4% |
| YTD | +48.2% | -44.4% | +92.6% | +44.3% |
| 1Y | +47.7% | -32.2% | +79.9% | +42.5% |
| All | +47.7% | -39.5% | +87.2% | +42.5% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling