+375.7%
KORU vs BBWI
-31.4%
+407.1%
-80.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BBWI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.0% | +6.4% | +2.6% | +7.0% |
| 7D | -1.7% | -4.8% | +3.1% | -0.4% |
| 30D | +13.5% | +3.5% | +10.1% | +10.3% |
| 3M | -45.2% | -0.3% | -44.9% | -47.4% |
| 6M | +17.1% | -5.4% | +22.5% | +16.7% |
| YTD | +154.1% | -4.7% | +158.9% | +155.6% |
| 1Y | +375.7% | -30.5% | +406.1% | +420.1% |
| All | +375.7% | -31.4% | +407.1% | +420.1% |
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