+82.9%
KORU vs BDX
+59.3%
+23.6%
-95.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BDX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.0% | +0.8% | +8.2% | +8.4% |
| 7D | -1.7% | -3.2% | +1.5% | +0.7% |
| 30D | +13.5% | -2.5% | +16.1% | +15.8% |
| 3M | -45.2% | +21.4% | -66.6% | -55.4% |
| 6M | +17.1% | +10.4% | +6.7% | +1.3% |
| YTD | +154.1% | +18.8% | +135.3% | +107.1% |
| 1Y | +375.7% | +21.7% | +354.0% | +276.2% |
| 3Y | +474.0% | -10.0% | +484.0% | +479.2% |
| 5Y | +60.4% | -1.8% | +62.2% | +45.7% |
| All | +82.9% | +59.3% | +23.6% | +10.0% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling