-4.7%
BAC vs KORU
-3.9%
-0.8%
-23.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | KORU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -4.9% | +4.6% | -0.2% |
| 7D | +1.5% | +24.3% | -22.8% | +1.1% |
| 30D | -6.4% | -44.8% | +38.4% | -5.8% |
| 3M | -21.7% | -60.0% | +38.4% | -21.0% |
| 6M | +0.5% | -78.7% | +79.2% | +0.2% |
| YTD | -6.7% | -10.6% | +3.9% | -15.3% |
| 1Y | -4.7% | -3.8% | -0.9% | -14.1% |
| All | -4.7% | -3.9% | -0.8% | -14.1% |
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