+474.0%
KORU vs BEN
+51.0%
+423.0%
-80.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.0% | 0.0% | +9.0% | +9.0% |
| 7D | -1.7% | -3.1% | +1.4% | +2.0% |
| 30D | +13.5% | +0.2% | +13.4% | +14.4% |
| 3M | -45.2% | +6.8% | -52.0% | -48.2% |
| 6M | +17.1% | +38.1% | -21.0% | -9.3% |
| YTD | +154.1% | +44.3% | +109.8% | +87.4% |
| 1Y | +375.7% | +42.6% | +333.1% | +254.0% |
| 3Y | +474.0% | +52.3% | +421.7% | +301.3% |
| All | +474.0% | +51.0% | +423.0% | +301.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling