-2.2%
BURL vs KRMN
+35.5%
-37.7%
-38.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | KRMN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.6% | +0.4% | -4.0% | -3.6% |
| 7D | -1.6% | -10.9% | +9.3% | -1.1% |
| 30D | -7.7% | +34.9% | -42.7% | -9.8% |
| 3M | -31.7% | -32.8% | +1.1% | -30.0% |
| 6M | -15.2% | -39.6% | +24.4% | -12.8% |
| YTD | -15.9% | -44.4% | +28.5% | -14.6% |
| 1Y | -14.2% | -32.2% | +18.0% | -15.0% |
| All | -2.2% | +35.5% | -37.7% | -10.5% |
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