+109.8%
KORU vs BBIO
+136.7%
-26.8%
-94.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BBIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.0% | -0.1% | +9.1% | +9.0% |
| 7D | -1.7% | -3.2% | +1.5% | -0.8% |
| 30D | +13.5% | -13.6% | +27.1% | +17.3% |
| 3M | -45.2% | +7.2% | -52.4% | -46.2% |
| 6M | +17.1% | +1.5% | +15.7% | +17.4% |
| YTD | +154.1% | -5.3% | +159.4% | +156.3% |
| 1Y | +375.7% | +37.7% | +338.0% | +338.2% |
| 3Y | +474.0% | +153.9% | +320.1% | +342.4% |
| 5Y | +60.4% | +43.9% | +16.5% | +0.2% |
| All | +109.8% | +136.7% | -26.8% | -12.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling