+18.3%
KORU vs BBAI
-70.8%
+89.1%
-93.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BBAI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | 0.0% | +1.6% | +1.6% |
| 7D | +24.3% | -1.0% | +25.3% | +24.4% |
| 30D | +37.3% | -10.7% | +48.0% | +38.5% |
| 3M | -32.8% | -32.3% | -0.5% | -30.8% |
| 6M | +36.9% | -31.3% | +68.2% | +42.1% |
| YTD | +162.6% | -45.9% | +208.5% | +175.2% |
| 1Y | +467.0% | -40.0% | +507.1% | +490.6% |
| 3Y | +522.4% | +72.8% | +449.6% | +516.1% |
| 5Y | +57.9% | -70.4% | +128.2% | +55.4% |
| All | +18.3% | -70.8% | +89.1% | +17.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling