+465.3%
KORU vs BAM
+71.9%
+393.4%
-80.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BAM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | -3.4% | +5.0% | +5.5% |
| 7D | +24.3% | -1.6% | +25.9% | +26.5% |
| 30D | +37.3% | -6.0% | +43.3% | +47.4% |
| 3M | -32.8% | +7.3% | -40.1% | -38.7% |
| 6M | +36.9% | +8.2% | +28.7% | +29.6% |
| YTD | +162.6% | -3.8% | +166.5% | +177.1% |
| 1Y | +467.0% | -10.7% | +477.8% | +552.6% |
| 3Y | +522.4% | +55.3% | +467.0% | +285.2% |
| All | +465.3% | +71.9% | +393.4% | +206.6% |
Cumulative growth
Daily Returns
Daily percentage return beside BAM.
Daily Out/Under-Performance
Portfolio return minus BAM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BAM 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 BAM 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