+35.3%
KRMN vs RY
+77.2%
-41.9%
-73.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -0.2% | +0.6% | +0.6% |
| 7D | -10.9% | +0.6% | -11.4% | -11.3% |
| 30D | +34.9% | +5.0% | +29.9% | +26.6% |
| 3M | -32.8% | -5.3% | -27.5% | -29.0% |
| 6M | -39.6% | +13.8% | -53.4% | -47.9% |
| YTD | -44.4% | +21.0% | -65.4% | -55.4% |
| 1Y | -32.2% | +40.5% | -72.7% | -52.9% |
| All | +35.3% | +77.2% | -41.9% | -30.9% |
Cumulative growth
Daily Returns
Daily percentage return beside RY.
Daily Out/Under-Performance
Portfolio return minus RY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RY 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 10y: compounded portfolio wealth divided by compounded RY 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…
10y analysis · Full analysis span regression · 6 months rolling