+474.0%
KORU vs BDX
-10.0%
+484.0%
-80.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BDX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.0% | +0.8% | +8.2% | +8.8% |
| 7D | -1.7% | -3.2% | +1.5% | -1.1% |
| 30D | +13.5% | -2.5% | +16.1% | +14.0% |
| 3M | -45.2% | +21.4% | -66.6% | -49.0% |
| 6M | +17.1% | +10.4% | +6.7% | +14.8% |
| YTD | +154.1% | +18.8% | +135.3% | +140.6% |
| 1Y | +375.7% | +21.7% | +354.0% | +343.3% |
| 3Y | +474.0% | -10.0% | +484.0% | +558.7% |
| All | +474.0% | -10.0% | +484.0% | +558.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling