-58.8%
BSX vs KORU
+385.0%
-443.8%
-59.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | KORU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +9.0% | -9.3% | -0.3% |
| 7D | -10.1% | -1.7% | -8.4% | -10.1% |
| 30D | -16.4% | +13.5% | -29.9% | -16.4% |
| 3M | -8.9% | -45.2% | +36.3% | -8.8% |
| 6M | -38.3% | +17.1% | -55.4% | -42.0% |
| YTD | -54.9% | +154.1% | -209.1% | -57.7% |
| 1Y | -58.8% | +375.7% | -434.5% | -60.9% |
| All | -58.8% | +385.0% | -443.8% | -60.9% |
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