+502.1%
KORU vs BBAI
+62.6%
+439.5%
-80.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BBAI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | -3.1% | +4.6% | +2.2% |
| 7D | +20.1% | -4.1% | +24.2% | +21.1% |
| 30D | +47.5% | -12.4% | +59.9% | +52.2% |
| 3M | -30.1% | -29.1% | -1.0% | -23.4% |
| 6M | +20.1% | -32.6% | +52.8% | +36.5% |
| YTD | +166.6% | -47.6% | +214.2% | +213.4% |
| 1Y | +458.9% | -41.0% | +500.0% | +540.0% |
| All | +502.1% | +62.6% | +439.5% | +384.1% |
Cumulative growth
Daily Returns
Daily percentage return beside BBAI.
Daily Out/Under-Performance
Portfolio return minus BBAI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BBAI 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 3y: compounded portfolio wealth divided by compounded BBAI 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…
3y analysis · Full analysis span regression · 6 months rolling