+31.4%
KORU vs BIDU
+5.2%
+26.2%
-95.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BIDU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | -7.0% | +8.5% | +6.5% |
| 7D | +24.3% | -2.4% | +26.7% | +26.3% |
| 30D | +37.3% | -15.6% | +53.0% | +56.8% |
| 3M | -32.8% | -22.3% | -10.5% | -18.8% |
| 6M | +36.9% | -22.3% | +59.2% | +78.0% |
| YTD | +162.6% | -29.2% | +191.8% | +266.7% |
| 1Y | +467.0% | -14.8% | +481.8% | +586.8% |
| 3Y | +522.4% | -31.8% | +554.1% | +738.7% |
| 5Y | +57.9% | -43.1% | +101.0% | +118.6% |
| 10Y | +70.8% | -50.6% | +121.4% | +141.3% |
| All | +31.4% | +5.2% | +26.2% | +34.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling