+22.5%
KORU vs BIL
+3.0%
+19.5%
-83.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BIL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.3% | 0.0% | -5.3% | -5.3% |
| 7D | -24.3% | -0.3% | -24.0% | -26.3% |
| 30D | -54.2% | 0.0% | -54.2% | -51.4% |
| 3M | -45.4% | +0.3% | -45.8% | +3.5% |
| 6M | -66.5% | +1.2% | -67.6% | +58.0% |
| YTD | +14.9% | +2.4% | +12.5% | +327.2% |
| 1Y | +22.5% | +3.0% | +19.5% | +326.3% |
| All | +22.5% | +3.0% | +19.5% | +326.3% |
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