+162.6%
KORU vs BIL
+13.4%
+149.2%
-89.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BIL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +18.4% | 0.0% | +18.4% | +18.6% |
| 7D | -18.1% | +0.1% | -18.2% | -17.0% |
| 30D | -45.7% | 0.0% | -45.7% | -43.8% |
| 3M | -51.6% | +0.6% | -52.2% | -35.3% |
| 6M | -82.6% | +1.5% | -84.1% | -66.1% |
| YTD | -5.9% | +2.8% | -8.7% | +131.4% |
| 1Y | +3.3% | +3.3% | -0.1% | +180.1% |
| All | +162.6% | +13.4% | +149.2% | +154.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling