+166.0%
BTSG vs KRMN
+17.6%
+148.4%
-29.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | KRMN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | +2.6% | -1.1% | +1.1% |
| 7D | -3.3% | -11.8% | +8.5% | -1.6% |
| 30D | -1.6% | -43.0% | +41.4% | +6.4% |
| 3M | -6.9% | -28.8% | +21.9% | -3.1% |
| 6M | +42.1% | -66.3% | +108.4% | +66.8% |
| YTD | +56.8% | -51.8% | +108.6% | +68.2% |
| 1Y | +109.8% | -44.7% | +154.5% | +116.3% |
| All | +166.0% | +17.6% | +148.4% | +103.7% |
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