+482.2%
KORU vs BB
+105.3%
+376.8%
-80.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +13.4% | 0.0% | +13.4% | +13.4% |
| 7D | +13.0% | -5.6% | +18.6% | +17.8% |
| 30D | +27.3% | -11.8% | +39.1% | +38.6% |
| 3M | -55.3% | -25.5% | -29.8% | -43.9% |
| 6M | +11.6% | +121.3% | -109.7% | -16.6% |
| YTD | +158.5% | +103.2% | +55.4% | +99.7% |
| 1Y | +482.2% | +102.6% | +379.5% | +419.2% |
| All | +482.2% | +105.3% | +376.8% | +419.2% |
Cumulative growth
Daily Returns
Daily percentage return beside BB.
Daily Out/Under-Performance
Portfolio return minus BB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BB 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 BB 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