+56.9%
KORU vs BIIB
-28.1%
+85.0%
-90.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BIIB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.0% | +0.8% | +8.2% | +8.6% |
| 7D | -1.7% | -1.7% | 0.0% | -1.1% |
| 30D | +13.5% | +4.0% | +9.6% | +10.8% |
| 3M | -45.2% | +8.6% | -53.8% | -49.3% |
| 6M | +17.1% | +14.0% | +3.1% | +5.0% |
| YTD | +154.1% | +23.4% | +130.7% | +118.0% |
| 1Y | +375.7% | +45.9% | +329.8% | +268.6% |
| 3Y | +474.0% | -16.1% | +490.1% | +490.6% |
| All | +56.9% | -28.1% | +85.0% | +72.5% |
Cumulative growth
Daily Returns
Daily percentage return beside BIIB.
Daily Out/Under-Performance
Portfolio return minus BIIB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BIIB 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 BIIB 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