+56.9%
KORU vs BIDU
-44.1%
+101.0%
-90.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BIDU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.0% | +0.9% | +8.1% | +8.3% |
| 7D | -1.7% | -8.1% | +6.4% | +4.2% |
| 30D | +13.5% | -12.8% | +26.4% | +27.5% |
| 3M | -45.2% | -21.3% | -23.9% | -34.1% |
| 6M | +17.1% | -27.0% | +44.1% | +59.2% |
| YTD | +154.1% | -30.0% | +184.2% | +258.4% |
| 1Y | +375.7% | -18.3% | +393.9% | +498.9% |
| 3Y | +474.0% | -33.8% | +507.9% | +688.7% |
| All | +56.9% | -44.1% | +101.0% | +123.6% |
Cumulative growth
Daily Returns
Daily percentage return beside BIDU.
Daily Out/Under-Performance
Portfolio return minus BIDU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BIDU 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 5y: compounded portfolio wealth divided by compounded BIDU 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…
5y analysis · Full analysis span regression · 6 months rolling