+357.3%
KORU vs B
+51.2%
+306.0%
-80.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | B | Excess | Alpha |
|---|---|---|---|---|
| 1D | -12.5% | -2.5% | -10.0% | -8.9% |
| 7D | +2.3% | -5.0% | +7.3% | +10.1% |
| 30D | +20.0% | +8.7% | +11.3% | +6.7% |
| 3M | -32.7% | +17.3% | -50.0% | -44.1% |
| 6M | +13.3% | -5.0% | +18.4% | +30.8% |
| YTD | +133.2% | +1.4% | +131.8% | +171.6% |
| 1Y | +357.3% | +50.5% | +306.8% | +339.1% |
| All | +357.3% | +51.2% | +306.0% | +339.1% |
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