+4,297.1%
KR vs TROW
+13,984.0%
-9,687.0%
-66.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TROW | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.7% | -1.2% | +3.9% | +2.9% |
| 7D | -0.2% | -3.2% | +3.0% | +0.4% |
| 30D | +5.1% | -4.6% | +9.7% | +6.0% |
| 3M | -8.2% | -0.7% | -7.5% | -8.2% |
| 6M | -18.0% | +22.2% | -40.2% | -21.3% |
| YTD | -4.8% | +6.6% | -11.4% | -6.5% |
| 1Y | -11.0% | +5.8% | -16.9% | -12.6% |
| 3Y | +37.7% | +11.6% | +26.1% | +31.6% |
| 5Y | +52.8% | -38.9% | +91.7% | +60.7% |
| 10Y | +128.8% | +128.5% | +0.2% | +77.8% |
| All | +4,297.1% | +13,984.0% | -9,687.0% | +1,132.0% |
Cumulative growth
Daily Returns
Daily percentage return beside TROW.
Daily Out/Under-Performance
Portfolio return minus TROW return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TROW 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 TROW 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