+55.3%
BE vs KORU
+20.3%
+34.9%
-52.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | KORU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.4% | -5.3% | -1.1% | -4.7% |
| 7D | -12.1% | -24.3% | +12.2% | -4.0% |
| 30D | -30.1% | -54.2% | +24.1% | -11.7% |
| 3M | -12.1% | -45.4% | +33.3% | +2.4% |
| 6M | -30.6% | -66.5% | +35.9% | -21.5% |
| YTD | +130.6% | +14.9% | +115.7% | +24.6% |
| 1Y | +55.3% | +22.5% | +32.8% | -19.9% |
| All | +55.3% | +20.3% | +34.9% | -19.9% |
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