+82.9%
KORU vs BHP
+496.8%
-413.9%
-95.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BHP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.0% | -0.2% | +9.2% | +9.3% |
| 7D | -1.7% | -3.6% | +1.9% | +4.5% |
| 30D | +13.5% | -1.2% | +14.7% | +15.6% |
| 3M | -45.2% | +1.2% | -46.4% | -42.9% |
| 6M | +17.1% | +21.4% | -4.3% | +13.3% |
| YTD | +154.1% | +50.4% | +103.7% | +92.8% |
| 1Y | +375.7% | +67.5% | +308.2% | +215.1% |
| 3Y | +474.0% | +72.8% | +401.2% | +277.2% |
| 5Y | +60.4% | +112.6% | -52.2% | -21.5% |
| All | +82.9% | +496.8% | -413.9% | -68.2% |
Cumulative growth
Daily Returns
Daily percentage return beside BHP.
Daily Out/Under-Performance
Portfolio return minus BHP return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BHP 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 10y: compounded portfolio wealth divided by compounded BHP 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…
10y analysis · Full analysis span regression · 6 months rolling