+477.4%
BSX vs KORU
+35.0%
+442.4%
-60.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | KORU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.9% | +1.6% | -7.5% | -6.1% |
| 7D | -6.4% | +24.3% | -30.7% | -8.6% |
| 30D | -8.8% | +37.3% | -46.1% | -12.4% |
| 3M | -7.6% | -32.8% | +25.2% | -9.9% |
| 6M | -37.0% | +36.9% | -73.9% | -48.5% |
| YTD | -52.8% | +162.6% | -215.4% | -65.8% |
| 1Y | -58.4% | +467.0% | -525.4% | -73.6% |
| 3Y | -16.5% | +522.4% | -538.9% | -51.6% |
| 5Y | -1.2% | +57.9% | -59.0% | -33.3% |
| 10Y | +83.7% | +70.8% | +13.0% | -0.2% |
| All | +477.4% | +35.0% | +442.4% | +203.5% |
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