+22.5%
KORU vs BB
+88.0%
-65.4%
-83.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.3% | +7.0% | -12.2% | -10.3% |
| 7D | -24.3% | -6.8% | -17.5% | -20.1% |
| 30D | -54.2% | -3.5% | -50.7% | -52.9% |
| 3M | -45.4% | -1.2% | -44.2% | -45.5% |
| 6M | -66.5% | +57.0% | -123.4% | -69.7% |
| YTD | +14.9% | +131.1% | -116.2% | -20.7% |
| 1Y | +22.5% | +87.6% | -65.0% | -2.0% |
| All | +22.5% | +88.0% | -65.4% | -2.0% |
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