+85.4%
BE vs KORU
-9.5%
+94.9%
-52.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | KORU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.9% | -5.4% | +0.5% | -3.1% |
| 7D | +10.8% | +11.1% | -0.3% | +7.3% |
| 30D | -19.8% | -40.6% | +20.8% | -7.3% |
| 3M | -18.7% | -63.9% | +45.2% | +6.5% |
| 6M | -33.7% | -82.8% | +49.1% | -7.6% |
| YTD | +121.0% | -15.4% | +136.4% | +39.5% |
| 1Y | +85.4% | -3.3% | +88.7% | +6.3% |
| All | +85.4% | -9.5% | +94.9% | +6.3% |
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