+397.7%
BAC vs KORU
+81.6%
+316.1%
-48.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | KORU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +1.5% | -1.1% | +0.3% |
| 7D | +0.6% | +20.1% | -19.5% | -1.9% |
| 30D | -1.4% | +47.5% | -48.8% | -7.5% |
| 3M | +15.7% | -30.1% | +45.8% | +11.7% |
| 6M | +32.2% | +20.1% | +12.1% | +4.5% |
| YTD | +15.8% | +166.6% | -150.8% | -24.7% |
| 1Y | +27.3% | +458.9% | -431.7% | -30.4% |
| 3Y | +137.5% | +531.8% | -394.3% | +14.5% |
| 5Y | +73.1% | +67.7% | +5.4% | +2.4% |
| 10Y | +397.7% | +91.6% | +306.2% | +133.7% |
| All | +397.7% | +81.6% | +316.1% | +133.7% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling