+16.6%
KORU vs BDX
+197.9%
-181.3%
-95.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BDX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -12.5% | -1.9% | -10.6% | -11.0% |
| 7D | +2.3% | -5.4% | +7.7% | +6.8% |
| 30D | +20.0% | -2.2% | +22.2% | +22.3% |
| 3M | -32.7% | +20.1% | -52.8% | -45.7% |
| 6M | +13.3% | +9.1% | +4.3% | -2.4% |
| YTD | +133.2% | +17.9% | +115.3% | +88.0% |
| 1Y | +357.3% | +22.1% | +335.2% | +253.5% |
| 3Y | +452.7% | -10.5% | +463.2% | +453.0% |
| 5Y | +47.2% | -2.6% | +49.8% | +32.2% |
| 10Y | +67.6% | +57.5% | +10.1% | -12.5% |
| All | +16.6% | +197.9% | -181.3% | -68.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling