-42.9%
KORU vs BA
-23.0%
-19.9%
-89.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.8% | +0.5% | +5.3% | +5.3% |
| 7D | -35.0% | +1.1% | -36.1% | -35.0% |
| 30D | -65.5% | -7.9% | -57.6% | -62.9% |
| 3M | -58.9% | -25.3% | -33.6% | -45.6% |
| 6M | -83.5% | -24.6% | -58.9% | -77.6% |
| YTD | -23.9% | -20.1% | -3.7% | +2.4% |
| 1Y | -12.4% | -11.8% | -0.7% | +8.0% |
| 3Y | +82.1% | -10.1% | +92.2% | +107.0% |
| All | -42.9% | -23.0% | -19.9% | -31.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling