+91.7%
BKNG vs KORU
+45.1%
+46.6%
-39.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | KORU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -12.5% | +13.0% | +1.6% |
| 7D | -10.7% | +2.3% | -13.0% | -11.0% |
| 30D | -18.1% | +20.0% | -38.1% | -20.2% |
| 3M | +8.5% | -32.7% | +41.2% | +6.0% |
| 6M | -0.1% | +13.3% | -13.4% | -18.2% |
| YTD | -18.2% | +133.2% | -151.4% | -44.3% |
| 1Y | -19.9% | +357.3% | -377.1% | -53.7% |
| 3Y | +41.6% | +452.7% | -411.1% | -29.6% |
| All | +91.7% | +45.1% | +46.6% | +23.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling