-3.8%
KORU vs BA
-12.4%
+8.6%
-89.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.9% | -1.7% | -3.2% | -2.2% |
| 7D | +24.3% | -0.6% | +24.9% | +25.6% |
| 30D | -44.8% | -8.0% | -36.8% | -38.2% |
| 3M | -60.0% | -25.8% | -34.2% | -34.1% |
| 6M | -78.7% | -27.6% | -51.1% | -61.9% |
| YTD | -10.6% | -21.0% | +10.4% | +34.8% |
| 1Y | -3.8% | -12.3% | +8.5% | +36.4% |
| All | -3.8% | -12.4% | +8.6% | +36.4% |
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