+482.2%
KORU vs BBWI
-34.3%
+516.4%
-80.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BBWI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +13.4% | +2.8% | +10.6% | +12.6% |
| 7D | +13.0% | +1.5% | +11.5% | +12.7% |
| 30D | +27.3% | -5.2% | +32.5% | +28.8% |
| 3M | -55.3% | +11.1% | -66.4% | -58.3% |
| 6M | +11.6% | -13.4% | +25.0% | +15.8% |
| YTD | +158.5% | +0.1% | +158.4% | +156.9% |
| 1Y | +482.2% | -36.1% | +518.3% | +514.2% |
| All | +482.2% | -34.3% | +516.4% | +514.2% |
Cumulative growth
Daily Returns
Daily percentage return beside BBWI.
Daily Out/Under-Performance
Portfolio return minus BBWI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BBWI 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 1y: compounded portfolio wealth divided by compounded BBWI 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…
1y analysis · Full analysis span regression · 6 months rolling