+22.5%
KORU vs B
+27.8%
-5.2%
-83.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | B | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.3% | +8.3% | -13.6% | -18.4% |
| 7D | -24.3% | +1.1% | -25.4% | -26.6% |
| 30D | -54.2% | +0.3% | -54.5% | -55.2% |
| 3M | -45.4% | +5.4% | -50.9% | -51.7% |
| 6M | -66.5% | +5.5% | -72.0% | -64.2% |
| YTD | +14.9% | -6.3% | +21.2% | +55.9% |
| 1Y | +22.5% | +29.4% | -6.8% | +21.4% |
| All | +22.5% | +27.8% | -5.2% | +21.4% |
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