+1,683.3%
BE vs KORU
+507.1%
+1,176.2%
-52.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | KORU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.9% | +1.5% | -4.4% | -3.4% |
| 7D | +23.9% | +20.1% | +3.8% | +16.8% |
| 30D | +27.8% | +47.5% | -19.6% | +10.8% |
| 3M | +3.7% | -30.1% | +33.8% | +4.8% |
| 6M | +78.0% | +20.1% | +57.8% | +24.0% |
| YTD | +209.9% | +166.6% | +43.3% | +47.9% |
| 1Y | +389.6% | +458.9% | -69.3% | +77.3% |
| All | +1,683.3% | +507.1% | +1,176.2% | +460.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling