+310.6%
BE vs KORU
+362.6%
-52.0%
-52.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | KORU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.0% | -12.5% | +8.5% | 0.0% |
| 7D | +9.7% | +2.3% | +7.4% | +8.7% |
| 30D | +22.4% | +20.0% | +2.4% | +13.6% |
| 3M | +10.4% | -32.7% | +43.1% | +12.7% |
| 6M | +67.9% | +13.3% | +54.5% | +19.6% |
| YTD | +197.5% | +133.2% | +64.3% | +23.5% |
| 1Y | +310.6% | +357.3% | -46.7% | +19.5% |
| All | +310.6% | +362.6% | -52.0% | +19.5% |
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