-5.3%
BURL vs KRMN
-59.3%
+54.0%
-38.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | KRMN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.7% | -13.5% | +21.2% | +8.0% |
| 7D | +10.4% | -10.0% | +20.4% | +10.5% |
| 30D | -4.9% | +3.5% | -8.4% | -5.4% |
| 3M | -29.8% | -36.7% | +7.0% | -28.9% |
| 6M | -16.5% | -47.7% | +31.2% | -15.3% |
| YTD | -10.5% | -53.3% | +42.8% | -9.8% |
| 1Y | -5.3% | -59.7% | +54.3% | -5.0% |
| All | -5.3% | -59.3% | +54.0% | -5.0% |
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