-53.6%
BSX vs KORU
+20.3%
-74.0%
-60.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | KORU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.3% | -5.3% | +10.6% | +5.3% |
| 7D | +8.0% | -24.3% | +32.3% | +7.7% |
| 30D | +8.1% | -54.2% | +62.3% | +7.7% |
| 3M | -6.7% | -45.4% | +38.8% | -6.8% |
| 6M | -19.4% | -66.5% | +47.0% | -22.1% |
| YTD | -51.9% | +14.9% | -66.8% | -55.8% |
| 1Y | -53.6% | +22.5% | -76.2% | -57.3% |
| All | -53.6% | +20.3% | -74.0% | -57.3% |
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 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