+515.7%
KORU vs BABA
+31.3%
+484.4%
-80.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BABA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +13.4% | +1.3% | +12.2% | +12.6% |
| 7D | +13.0% | -4.8% | +17.8% | +16.8% |
| 30D | +27.3% | -11.9% | +39.2% | +36.4% |
| 3M | -55.3% | -9.3% | -46.0% | -52.6% |
| 6M | +11.6% | -14.2% | +25.9% | +27.4% |
| YTD | +158.5% | -22.0% | +180.6% | +213.4% |
| 1Y | +482.2% | -12.7% | +494.9% | +558.4% |
| All | +515.7% | +31.3% | +484.4% | +413.0% |
Cumulative growth
Daily Returns
Daily percentage return beside BABA.
Daily Out/Under-Performance
Portfolio return minus BABA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BABA 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 3y: compounded portfolio wealth divided by compounded BABA 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…
3y analysis · Full analysis span regression · 6 months rolling