-57.7%
KORU vs BIL
+25.9%
-83.6%
-95.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BIL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.4% | 0.0% | -5.5% | -5.4% |
| 7D | +11.1% | +0.1% | +11.1% | +11.1% |
| 30D | -40.6% | +0.3% | -41.0% | -40.8% |
| 3M | -63.9% | +1.0% | -64.8% | -64.0% |
| 6M | -82.8% | +1.9% | -84.7% | -83.1% |
| YTD | -15.4% | +3.2% | -18.6% | -20.2% |
| 1Y | -3.3% | +3.7% | -7.0% | -9.8% |
| 3Y | +136.2% | +13.8% | +122.3% | +54.4% |
| 5Y | -36.7% | +20.3% | -57.0% | -69.4% |
| 10Y | -22.9% | +26.2% | -49.1% | -69.6% |
| All | -57.7% | +25.9% | -83.6% | -83.7% |
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