+58.7%
TRV vs KRMN
+17.6%
+41.1%
-11.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | KRMN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | +2.6% | -0.5% | +2.0% |
| 7D | +1.9% | -11.8% | +13.7% | +2.3% |
| 30D | +1.7% | -43.0% | +44.7% | +3.2% |
| 3M | +23.9% | -28.8% | +52.7% | +24.8% |
| 6M | +26.3% | -66.3% | +92.6% | +31.3% |
| YTD | +30.8% | -51.8% | +82.6% | +31.1% |
| 1Y | +36.3% | -44.7% | +81.0% | +33.3% |
| All | +58.7% | +17.6% | +41.1% | +30.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling