+16.6%
KORU vs BBY
+446.3%
-429.6%
-95.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BBY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -12.5% | +0.1% | -12.6% | -12.6% |
| 7D | +2.3% | +0.7% | +1.6% | +2.0% |
| 30D | +20.0% | +5.8% | +14.2% | +14.5% |
| 3M | -32.7% | +18.0% | -50.7% | -40.4% |
| 6M | +13.3% | +39.8% | -26.5% | -10.4% |
| YTD | +133.2% | +35.4% | +97.8% | +82.6% |
| 1Y | +357.3% | +21.4% | +335.9% | +283.0% |
| 3Y | +452.7% | +39.5% | +413.1% | +303.1% |
| 5Y | +47.2% | -0.5% | +47.7% | +30.9% |
| 10Y | +67.6% | +240.0% | -172.5% | -7.9% |
| All | +16.6% | +446.3% | -429.6% | -56.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling