+47.5%
KORU vs BA
-1.7%
+49.2%
-91.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +13.4% | +0.8% | +12.6% | +12.6% |
| 7D | +13.0% | +1.2% | +11.8% | +12.0% |
| 30D | +27.3% | -11.6% | +38.9% | +43.9% |
| 3M | -55.3% | -2.4% | -52.9% | -52.4% |
| 6M | +11.6% | -6.6% | +18.2% | +28.2% |
| YTD | +158.5% | -2.2% | +160.8% | +186.9% |
| 1Y | +482.2% | -8.0% | +490.2% | +574.6% |
| 3Y | +471.9% | -5.0% | +476.9% | +514.6% |
| All | +47.5% | -1.7% | +49.2% | +38.4% |
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