+56.9%
KORU vs BBIO
+42.7%
+14.2%
-90.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BBIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.0% | -0.1% | +9.1% | +9.0% |
| 7D | -1.7% | -3.2% | +1.5% | -1.0% |
| 30D | +13.5% | -13.6% | +27.1% | +16.6% |
| 3M | -45.2% | +7.2% | -52.4% | -46.0% |
| 6M | +17.1% | +1.5% | +15.7% | +17.4% |
| YTD | +154.1% | -5.3% | +159.4% | +156.0% |
| 1Y | +375.7% | +37.7% | +338.0% | +346.7% |
| 3Y | +474.0% | +153.9% | +320.1% | +372.9% |
| All | +56.9% | +42.7% | +14.2% | +2.6% |
Cumulative growth
Daily Returns
Daily percentage return beside BBIO.
Daily Out/Under-Performance
Portfolio return minus BBIO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BBIO 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 5y: compounded portfolio wealth divided by compounded BBIO 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…
5y analysis · Full analysis span regression · 6 months rolling