+493.2%
KORU vs BIL
+14.1%
+479.1%
-80.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BIL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | 0.0% | +1.6% | +2.1% |
| 7D | +24.3% | +0.1% | +24.2% | +28.6% |
| 30D | +37.3% | +0.3% | +37.0% | +56.9% |
| 3M | -32.8% | +0.9% | -33.7% | +1.5% |
| 6M | +36.9% | +1.8% | +35.1% | +165.8% |
| YTD | +162.6% | +2.5% | +160.2% | +470.0% |
| 1Y | +467.0% | +3.7% | +463.3% | +1,503.2% |
| All | +493.2% | +14.1% | +479.1% | +2,069.2% |
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