+934.0%
BE vs KORU
+25.3%
+908.7%
-92.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | KORU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.0% | -12.5% | +8.5% | +0.6% |
| 7D | +9.7% | +2.3% | +7.4% | +8.5% |
| 30D | +22.4% | +20.0% | +2.4% | +12.0% |
| 3M | +10.4% | -32.7% | +43.1% | +12.9% |
| 6M | +67.9% | +13.3% | +54.5% | +12.0% |
| YTD | +197.5% | +133.2% | +64.3% | +37.8% |
| 1Y | +310.6% | +357.3% | -46.7% | +43.1% |
| 3Y | +1,657.2% | +452.7% | +1,204.6% | +391.4% |
| 5Y | +1,218.2% | +47.2% | +1,171.0% | +464.1% |
| All | +934.0% | +25.3% | +908.7% | +226.9% |
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 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