+52.5%
XLE vs KRMN
+17.4%
+35.1%
-18.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | KRMN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -11.3% | +12.1% | +1.1% |
| 7D | +0.3% | -12.9% | +13.2% | +0.7% |
| 30D | +8.5% | -43.3% | +51.9% | +10.3% |
| 3M | +14.6% | -27.2% | +41.8% | +15.4% |
| 6M | +17.6% | -66.8% | +84.4% | +23.4% |
| YTD | +48.1% | -51.9% | +100.0% | +48.9% |
| 1Y | +53.8% | -43.7% | +97.4% | +50.7% |
| All | +52.5% | +17.4% | +35.1% | +26.2% |
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 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