+17.0%
TROW vs KRMN
-59.3%
+76.3%
-19.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | KRMN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.0% | -13.5% | +19.5% | +7.2% |
| 7D | +8.2% | -10.0% | +18.3% | +9.0% |
| 30D | +8.3% | +3.5% | +4.8% | +7.4% |
| 3M | -1.6% | -36.7% | +35.1% | +2.2% |
| 6M | +11.9% | -47.7% | +59.6% | +17.3% |
| YTD | +14.3% | -53.3% | +67.6% | +20.8% |
| 1Y | +17.0% | -59.7% | +76.7% | +26.3% |
| All | +17.0% | -59.3% | +76.3% | +26.3% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling