+482.2%
KORU vs BIL
+3.7%
+478.4%
-80.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BIL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +13.4% | 0.0% | +13.4% | +16.9% |
| 7D | +13.0% | +0.1% | +12.9% | +23.7% |
| 30D | +27.3% | +0.3% | +26.9% | +82.5% |
| 3M | -55.3% | +0.9% | -56.2% | +17.1% |
| 6M | +11.6% | +1.8% | +9.8% | +225.0% |
| YTD | +158.5% | +2.4% | +156.1% | +526.6% |
| 1Y | +482.2% | +3.7% | +478.4% | +1,875.6% |
| All | +482.2% | +3.7% | +478.4% | +1,875.6% |
Cumulative growth
Daily Returns
Daily percentage return beside BIL.
Daily Out/Under-Performance
Portfolio return minus BIL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BIL 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 1y: compounded portfolio wealth divided by compounded BIL 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…
1y analysis · Full analysis span regression · 6 months rolling