+375.7%
KORU vs BAX
-0.4%
+376.1%
-80.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BAX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.0% | -1.6% | +10.5% | +9.6% |
| 7D | -1.7% | -7.9% | +6.2% | +1.4% |
| 30D | +13.5% | -11.7% | +25.2% | +18.9% |
| 3M | -45.2% | +16.2% | -61.4% | -49.5% |
| 6M | +17.1% | +32.0% | -14.8% | -2.5% |
| YTD | +154.1% | +24.7% | +129.4% | +113.3% |
| 1Y | +375.7% | -2.6% | +378.3% | +371.0% |
| All | +375.7% | -0.4% | +376.1% | +371.0% |
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