+911.5%
BE vs KORU
+38.9%
+872.6%
-92.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | KORU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.4% | +13.4% | -6.1% | +2.4% |
| 7D | +20.0% | +13.0% | +7.0% | +14.3% |
| 30D | +7.9% | +27.3% | -19.4% | -3.4% |
| 3M | -13.2% | -55.3% | +42.1% | -1.7% |
| 6M | +53.5% | +11.6% | +41.9% | +2.5% |
| YTD | +191.0% | +158.5% | +32.5% | +30.0% |
| 1Y | +360.5% | +482.2% | -121.6% | +46.8% |
| 3Y | +1,568.0% | +471.9% | +1,096.1% | +362.9% |
| 5Y | +1,055.2% | +41.1% | +1,014.0% | +405.5% |
| All | +911.5% | +38.9% | +872.6% | +208.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling