+22.5%
KORU vs BAH
+6.2%
+16.4%
-83.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BAH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.3% | +1.5% | -6.7% | -4.0% |
| 7D | -24.3% | +5.8% | -30.1% | -19.8% |
| 30D | -54.2% | +28.7% | -82.9% | -42.2% |
| 3M | -45.4% | +20.9% | -66.3% | -33.0% |
| 6M | -66.5% | +15.2% | -81.6% | -54.2% |
| YTD | +14.9% | +7.1% | +7.8% | +52.3% |
| 1Y | +22.5% | +6.4% | +16.2% | +68.6% |
| All | +22.5% | +6.2% | +16.4% | +68.6% |
Cumulative growth
Daily Returns
Daily percentage return beside BAH.
Daily Out/Under-Performance
Portfolio return minus BAH return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BAH 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 BAH 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