-26.2%
BE vs KORU
-82.1%
+55.9%
-52.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | KORU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +13.0% | +18.4% | -5.5% | +6.2% |
| 7D | +4.5% | -18.1% | +22.6% | +10.1% |
| 30D | -20.1% | -45.7% | +25.6% | -4.2% |
| 3M | -0.8% | -51.6% | +50.8% | +20.2% |
| 6M | -26.2% | -82.6% | +56.4% | +1.4% |
| All | -26.2% | -82.1% | +55.9% | +1.4% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling