+26.5%
BAC vs KORU
+487.7%
-461.2%
-17.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | KORU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +13.4% | -14.0% | -0.7% |
| 7D | +0.6% | +13.0% | -12.4% | +0.5% |
| 30D | -0.9% | +27.3% | -28.2% | -1.2% |
| 3M | +16.3% | -55.3% | +71.6% | +16.1% |
| 6M | +26.0% | +11.6% | +14.4% | +20.4% |
| YTD | +15.2% | +158.5% | -143.3% | +7.0% |
| 1Y | +26.5% | +482.2% | -455.6% | +17.6% |
| All | +26.5% | +487.7% | -461.2% | +17.6% |
Cumulative growth
Daily Returns
Daily percentage return beside KORU.
Daily Out/Under-Performance
Portfolio return minus KORU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × KORU 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 KORU 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