+32.1%
KRMN vs RY
+81.9%
-49.8%
-65.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | RY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -0.8% | 0.0% | +0.1% |
| 7D | -3.4% | +2.7% | -6.1% | -6.4% |
| 30D | -31.8% | -1.0% | -30.9% | -31.1% |
| 3M | -20.0% | +7.6% | -27.7% | -26.3% |
| 6M | -60.5% | +29.5% | -90.0% | -70.3% |
| YTD | -45.8% | +24.2% | -69.9% | -57.5% |
| 1Y | -36.4% | +46.4% | -82.7% | -57.3% |
| All | +32.1% | +81.9% | -49.8% | -34.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling