+57.9%
KORU vs B
+154.3%
-96.4%
-90.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | B | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | -1.5% | +3.0% | +3.0% |
| 7D | +24.3% | +2.3% | +22.0% | +21.0% |
| 30D | +37.3% | +1.4% | +36.0% | +35.7% |
| 3M | -32.8% | +12.2% | -45.0% | -37.5% |
| 6M | +36.9% | -2.1% | +39.0% | +55.7% |
| YTD | +162.6% | +2.9% | +159.7% | +195.2% |
| 1Y | +467.0% | +55.3% | +411.7% | +358.1% |
| 3Y | +522.4% | +198.7% | +323.7% | +198.2% |
| 5Y | +57.9% | +153.8% | -95.9% | -23.9% |
| All | +57.9% | +154.3% | -96.4% | -23.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling