+7.2%
TROW vs KRMN
+17.6%
-10.4%
-25.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | KRMN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | +2.6% | -3.8% | -1.5% |
| 7D | -3.2% | -11.8% | +8.6% | -1.8% |
| 30D | -4.6% | -43.0% | +38.4% | +1.9% |
| 3M | -0.7% | -28.8% | +28.2% | +2.8% |
| 6M | +22.2% | -66.3% | +88.6% | +37.8% |
| YTD | +6.6% | -51.8% | +58.4% | +13.2% |
| 1Y | +5.8% | -44.7% | +50.5% | +9.0% |
| All | +7.2% | +17.6% | -10.4% | -12.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling