+22.5%
KORU vs BEN
+56.2%
-33.7%
-83.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.3% | +4.7% | -9.9% | -14.5% |
| 7D | -24.3% | +6.7% | -31.1% | -34.2% |
| 30D | -54.2% | +3.0% | -57.2% | -56.9% |
| 3M | -45.4% | -4.3% | -41.1% | -39.1% |
| 6M | -66.5% | +16.4% | -82.8% | -72.4% |
| YTD | +14.9% | +46.8% | -31.9% | -37.8% |
| 1Y | +22.5% | +57.3% | -34.8% | -39.3% |
| All | +22.5% | +56.2% | -33.7% | -39.3% |
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