+360.5%
BE vs KORU
+487.7%
-127.2%
-52.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | KORU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.4% | +13.4% | -6.1% | +3.0% |
| 7D | +20.0% | +13.0% | +7.0% | +15.0% |
| 30D | +7.9% | +27.3% | -19.4% | -1.9% |
| 3M | -13.2% | -55.3% | +42.1% | -4.6% |
| 6M | +53.5% | +11.6% | +41.9% | +9.0% |
| YTD | +191.0% | +158.5% | +32.5% | +13.9% |
| 1Y | +360.5% | +482.2% | -121.6% | +8.2% |
| All | +360.5% | +487.7% | -127.2% | +8.2% |
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