-55.3%
KORU vs BIL
+25.8%
-81.1%
-95.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BIL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.9% | 0.0% | -4.9% | -4.9% |
| 7D | +24.3% | +0.1% | +24.3% | +24.3% |
| 30D | -44.8% | +0.3% | -45.2% | -45.0% |
| 3M | -60.0% | +0.9% | -61.0% | -60.2% |
| 6M | -78.7% | +1.8% | -80.5% | -79.0% |
| YTD | -10.6% | +3.1% | -13.7% | -15.6% |
| 1Y | -3.8% | +3.7% | -7.5% | -10.3% |
| 3Y | +142.0% | +13.8% | +128.2% | +57.9% |
| 5Y | -33.1% | +20.2% | -53.3% | -67.7% |
| 10Y | -18.5% | +26.1% | -44.6% | -68.0% |
| All | -55.3% | +25.8% | -81.1% | -82.8% |
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