+60.9%
XOM vs KRMN
+17.6%
+43.3%
-20.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | KRMN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +2.6% | -2.1% | +0.5% |
| 7D | +4.1% | -11.8% | +15.8% | +4.0% |
| 30D | +4.6% | -43.0% | +47.6% | +4.4% |
| 3M | +14.0% | -28.8% | +42.8% | +13.8% |
| 6M | +11.0% | -66.3% | +77.3% | +12.2% |
| YTD | +40.7% | -51.8% | +92.5% | +39.7% |
| 1Y | +52.3% | -44.7% | +97.0% | +50.0% |
| All | +60.9% | +17.6% | +43.3% | +45.6% |
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