+22.5%
KORU vs BA
-12.3%
+34.8%
-83.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.3% | +2.1% | -7.4% | -8.5% |
| 7D | -24.3% | +5.9% | -30.2% | -31.3% |
| 30D | -54.2% | -8.2% | -46.1% | -49.1% |
| 3M | -45.4% | -25.4% | -20.1% | -11.9% |
| 6M | -66.5% | -20.0% | -46.4% | -49.5% |
| YTD | +14.9% | -18.5% | +33.4% | +61.6% |
| 1Y | +22.5% | -10.6% | +33.2% | +61.9% |
| All | +22.5% | -12.3% | +34.8% | +61.9% |
Cumulative growth
Daily Returns
Daily percentage return beside BA.
Daily Out/Under-Performance
Portfolio return minus BA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BA 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 BA 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