+482.2%
KORU vs BKR
+42.5%
+439.7%
-80.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BKR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +13.4% | -0.2% | +13.7% | +13.8% |
| 7D | +13.0% | +1.7% | +11.3% | +10.1% |
| 30D | +27.3% | +3.3% | +23.9% | +19.4% |
| 3M | -55.3% | -3.6% | -51.7% | -50.2% |
| 6M | +11.6% | +5.0% | +6.6% | +9.7% |
| YTD | +158.5% | +40.9% | +117.6% | +101.9% |
| 1Y | +482.2% | +39.2% | +442.9% | +364.8% |
| All | +482.2% | +42.5% | +439.7% | +364.8% |
Cumulative growth
Daily Returns
Daily percentage return beside BKR.
Daily Out/Under-Performance
Portfolio return minus BKR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BKR 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 1y: compounded portfolio wealth divided by compounded BKR 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…
1y analysis · Full analysis span regression · 6 months rolling