+482.2%
KORU vs B
+70.0%
+412.2%
-80.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | B | Excess | Alpha |
|---|---|---|---|---|
| 1D | +13.4% | -2.2% | +15.6% | +16.6% |
| 7D | +13.0% | -1.6% | +14.6% | +15.3% |
| 30D | +27.3% | +9.4% | +17.8% | +10.7% |
| 3M | -55.3% | +5.0% | -60.3% | -54.8% |
| 6M | +11.6% | -3.5% | +15.1% | +25.1% |
| YTD | +158.5% | +4.5% | +154.1% | +187.6% |
| 1Y | +482.2% | +67.8% | +414.4% | +444.4% |
| All | +482.2% | +70.0% | +412.2% | +444.4% |
Cumulative growth
Daily Returns
Daily percentage return beside B.
Daily Out/Under-Performance
Portfolio return minus B return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × B 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 B 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