+82.9%
KORU vs BB
+1.6%
+81.3%
-95.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.0% | +1.7% | +7.3% | +8.2% |
| 7D | -1.7% | -0.4% | -1.3% | -1.3% |
| 30D | +13.5% | -12.5% | +26.1% | +20.9% |
| 3M | -45.2% | -17.4% | -27.8% | -39.8% |
| 6M | +17.1% | +119.1% | -102.0% | -14.1% |
| YTD | +154.1% | +102.4% | +51.8% | +92.2% |
| 1Y | +375.7% | +98.2% | +277.5% | +259.8% |
| 3Y | +474.0% | +46.9% | +427.1% | +351.2% |
| 5Y | +60.4% | -26.4% | +86.8% | +62.1% |
| All | +82.9% | +1.6% | +81.3% | -11.2% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling