+33.3%
KORU vs BHP
+223.5%
-190.1%
-95.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BHP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | +0.3% | +1.2% | +1.1% |
| 7D | +20.1% | +0.9% | +19.2% | +18.6% |
| 30D | +47.5% | +4.0% | +43.4% | +39.2% |
| 3M | -30.1% | +11.3% | -41.3% | -35.0% |
| 6M | +20.1% | +29.3% | -9.2% | +7.2% |
| YTD | +166.6% | +59.2% | +107.4% | +93.1% |
| 1Y | +458.9% | +80.8% | +378.1% | +250.2% |
| 3Y | +531.8% | +88.0% | +443.8% | +294.0% |
| 5Y | +67.7% | +126.6% | -59.0% | -15.4% |
| 10Y | +91.6% | +515.7% | -424.2% | -59.1% |
| All | +33.3% | +223.5% | -190.1% | -45.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling