+1.7%
XYZ vs KRMN
+49.0%
-47.3%
-44.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | KRMN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +1.8% | -1.6% | -0.1% |
| 7D | -2.2% | +30.8% | -33.0% | -6.8% |
| 30D | +11.6% | +40.2% | -28.6% | +3.6% |
| 3M | +8.4% | -27.8% | +36.3% | +14.2% |
| 6M | +17.2% | -24.0% | +41.2% | +20.1% |
| YTD | +31.7% | -38.9% | +70.6% | +36.2% |
| 1Y | +30.1% | -35.6% | +65.6% | +31.6% |
| All | +1.7% | +49.0% | -47.3% | -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 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