+82.1%
KORU vs BABA
+34.4%
+47.7%
-89.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BABA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.8% | +1.3% | +4.5% | +5.0% |
| 7D | -35.0% | +11.6% | -46.6% | -40.6% |
| 30D | -65.5% | +2.3% | -67.8% | -66.4% |
| 3M | -58.9% | -13.7% | -45.2% | -55.8% |
| 6M | -83.5% | -21.9% | -61.6% | -80.6% |
| YTD | -23.9% | -24.6% | +0.8% | -6.7% |
| 1Y | -12.4% | -34.1% | +21.7% | +15.6% |
| 3Y | +82.1% | +36.3% | +45.8% | +49.7% |
| All | +82.1% | +34.4% | +47.7% | +49.7% |
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