+22.5%
KORU vs BAX
+46.0%
-23.5%
-83.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BAX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.3% | +4.0% | -9.2% | -6.6% |
| 7D | -24.3% | +4.1% | -28.4% | -25.3% |
| 30D | -54.2% | +9.4% | -63.6% | -55.7% |
| 3M | -45.4% | -6.5% | -39.0% | -44.2% |
| 6M | -66.5% | +59.6% | -126.0% | -74.5% |
| YTD | +14.9% | +38.9% | -24.0% | -7.7% |
| 1Y | +22.5% | +48.0% | -25.5% | -1.6% |
| All | +22.5% | +46.0% | -23.5% | -1.6% |
Cumulative growth
Daily Returns
Daily percentage return beside BAX.
Daily Out/Under-Performance
Portfolio return minus BAX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BAX 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 BAX 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