+426.7%
KORU vs BBWI
-48.6%
+475.3%
-80.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BBWI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -12.5% | -1.5% | -11.1% | -11.9% |
| 7D | +2.3% | -8.0% | +10.3% | +5.7% |
| 30D | +20.0% | -6.6% | +26.6% | +20.6% |
| 3M | -32.7% | -2.7% | -30.0% | -35.2% |
| 6M | +13.3% | -12.8% | +26.1% | +15.1% |
| YTD | +133.2% | -10.5% | +143.7% | +134.0% |
| 1Y | +357.3% | -35.3% | +392.6% | +420.9% |
| All | +426.7% | -48.6% | +475.3% | +528.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling