+557.6%
BAC vs KORU
+32.9%
+524.7%
-48.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | KORU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +13.4% | -13.5% | -1.9% |
| 7D | +1.1% | +13.0% | -11.9% | -0.8% |
| 30D | -0.4% | +27.3% | -27.7% | -5.0% |
| 3M | +16.9% | -55.3% | +72.2% | +17.9% |
| 6M | +26.6% | +11.6% | +15.0% | +0.5% |
| YTD | +15.8% | +158.5% | -142.8% | -24.2% |
| 1Y | +27.2% | +482.2% | -455.0% | -30.6% |
| 3Y | +132.4% | +471.9% | -339.5% | +15.6% |
| 5Y | +72.6% | +41.1% | +31.4% | +5.5% |
| 10Y | +389.7% | +80.2% | +309.5% | +120.8% |
| All | +557.6% | +32.9% | +524.7% | +177.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling