+33.3%
KORU vs BEN
+15.9%
+17.5%
-95.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | -1.5% | +3.0% | +3.2% |
| 7D | +20.1% | +3.4% | +16.7% | +16.2% |
| 30D | +47.5% | +1.8% | +45.7% | +45.8% |
| 3M | -30.1% | +8.4% | -38.4% | -34.6% |
| 6M | +20.1% | +35.6% | -15.5% | -6.2% |
| YTD | +166.6% | +46.4% | +120.2% | +90.5% |
| 1Y | +458.9% | +46.3% | +412.6% | +298.7% |
| 3Y | +531.8% | +54.6% | +477.1% | +311.2% |
| 5Y | +67.7% | +39.4% | +28.3% | +27.6% |
| 10Y | +91.6% | +57.6% | +34.0% | +18.9% |
| All | +33.3% | +15.9% | +17.5% | +14.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling