+60.2%
XOM vs KRMN
+14.6%
+45.5%
-20.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | KRMN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -2.4% | +3.0% | +0.6% |
| 7D | +1.9% | -15.1% | +17.0% | +1.8% |
| 30D | +4.1% | -44.5% | +48.5% | +3.9% |
| 3M | +10.4% | -25.0% | +35.4% | +10.2% |
| 6M | +13.0% | -66.5% | +79.6% | +14.2% |
| YTD | +40.1% | -53.0% | +93.1% | +39.1% |
| 1Y | +51.1% | -44.7% | +95.9% | +48.6% |
| All | +60.2% | +14.6% | +45.5% | +44.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling