+22.5%
KORU vs BBY
+33.0%
-10.5%
-83.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BBY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.3% | +8.0% | -13.2% | -4.9% |
| 7D | -24.3% | +4.5% | -28.8% | -23.9% |
| 30D | -54.2% | +16.0% | -70.2% | -54.1% |
| 3M | -45.4% | +18.6% | -64.1% | -45.4% |
| 6M | -66.5% | +80.1% | -146.5% | -69.1% |
| YTD | +14.9% | +57.4% | -42.5% | +9.5% |
| 1Y | +22.5% | +34.5% | -12.0% | +23.1% |
| All | +22.5% | +33.0% | -10.5% | +23.1% |
Cumulative growth
Daily Returns
Daily percentage return beside BBY.
Daily Out/Under-Performance
Portfolio return minus BBY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BBY 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 BBY 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