+482.2%
KORU vs BEN
+42.6%
+439.6%
-80.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +13.4% | +3.5% | +9.9% | +7.3% |
| 7D | +13.0% | +0.2% | +12.8% | +13.2% |
| 30D | +27.3% | -0.5% | +27.8% | +30.1% |
| 3M | -55.3% | +9.7% | -65.0% | -60.0% |
| 6M | +11.6% | +33.9% | -22.3% | -27.4% |
| YTD | +158.5% | +49.0% | +109.6% | +51.7% |
| 1Y | +482.2% | +42.1% | +440.0% | +243.7% |
| All | +482.2% | +42.6% | +439.6% | +243.7% |
Cumulative growth
Daily Returns
Daily percentage return beside BEN.
Daily Out/Under-Performance
Portfolio return minus BEN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BEN 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 BEN 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