+482.2%
KORU vs BDX
+27.3%
+454.9%
-80.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BDX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +13.4% | -1.5% | +15.0% | +12.4% |
| 7D | +13.0% | -2.5% | +15.5% | +11.2% |
| 30D | +27.3% | +8.3% | +19.0% | +34.9% |
| 3M | -55.3% | +24.4% | -79.7% | -48.7% |
| 6M | +11.6% | +9.2% | +2.4% | +45.6% |
| YTD | +158.5% | +22.7% | +135.8% | +228.0% |
| 1Y | +482.2% | +25.9% | +456.3% | +663.8% |
| All | +482.2% | +27.3% | +454.9% | +663.8% |
Cumulative growth
Daily Returns
Daily percentage return beside BDX.
Daily Out/Under-Performance
Portfolio return minus BDX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BDX 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 BDX 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