+82.9%
KORU vs BKR
+125.3%
-42.4%
-95.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BKR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.0% | -0.6% | +9.5% | +9.4% |
| 7D | -1.7% | -7.0% | +5.3% | +4.6% |
| 30D | +13.5% | -8.1% | +21.7% | +21.8% |
| 3M | -45.2% | -6.6% | -38.6% | -42.0% |
| 6M | +17.1% | +0.9% | +16.3% | +21.9% |
| YTD | +154.1% | +31.1% | +123.0% | +121.4% |
| 1Y | +375.7% | +27.7% | +348.0% | +321.9% |
| 3Y | +474.0% | +71.2% | +402.8% | +295.8% |
| 5Y | +60.4% | +177.6% | -117.2% | -29.0% |
| All | +82.9% | +125.3% | -42.4% | -40.6% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling