+29.3%
KORU vs BIL
+25.0%
+4.3%
-95.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BIL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +13.4% | 0.0% | +13.4% | +13.4% |
| 7D | +13.0% | +0.1% | +12.9% | +13.0% |
| 30D | +27.3% | +0.3% | +26.9% | +27.5% |
| 3M | -55.3% | +0.9% | -56.2% | -55.5% |
| 6M | +11.6% | +1.8% | +9.8% | +8.1% |
| YTD | +158.5% | +2.4% | +156.1% | +145.2% |
| 1Y | +482.2% | +3.7% | +478.4% | +438.2% |
| 3Y | +471.9% | +14.2% | +457.7% | +259.7% |
| 5Y | +41.1% | +19.4% | +21.7% | -31.4% |
| 10Y | +80.2% | +25.2% | +55.0% | -28.5% |
| All | +29.3% | +25.0% | +4.3% | -49.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling