+482.2%
KORU vs BAX
+9.9%
+472.2%
-80.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BAX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +13.4% | +1.0% | +12.4% | +13.0% |
| 7D | +13.0% | -1.1% | +14.1% | +13.6% |
| 30D | +27.3% | -5.5% | +32.7% | +29.7% |
| 3M | -55.3% | +33.5% | -88.8% | -61.4% |
| 6M | +11.6% | +35.9% | -24.3% | -7.5% |
| YTD | +158.5% | +35.4% | +123.2% | +111.4% |
| 1Y | +482.2% | +9.8% | +472.4% | +437.5% |
| All | +482.2% | +9.9% | +472.2% | +437.5% |
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