+426.7%
KORU vs BHP
+72.0%
+354.8%
-80.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BHP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -12.5% | -5.3% | -7.2% | -1.6% |
| 7D | +2.3% | -3.7% | +6.0% | +11.1% |
| 30D | +20.0% | -0.8% | +20.9% | +21.6% |
| 3M | -32.7% | +7.6% | -40.3% | -37.0% |
| 6M | +13.3% | +20.8% | -7.5% | +5.8% |
| YTD | +133.2% | +50.8% | +82.4% | +68.0% |
| 1Y | +357.3% | +70.9% | +286.4% | +178.8% |
| All | +426.7% | +72.0% | +354.8% | +207.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling