+55.5%
TRV vs KRMN
+14.6%
+40.8%
-11.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | KRMN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -2.4% | +2.9% | +0.6% |
| 7D | -1.5% | -15.1% | +13.7% | -1.1% |
| 30D | -1.8% | -44.5% | +42.7% | -0.3% |
| 3M | +21.6% | -25.0% | +46.6% | +22.1% |
| 6M | +22.5% | -66.5% | +89.0% | +27.3% |
| YTD | +28.1% | -53.0% | +81.1% | +28.5% |
| 1Y | +37.0% | -44.7% | +81.8% | +33.6% |
| All | +55.5% | +14.6% | +40.8% | +28.3% |
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 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