+16.6%
KORU vs BKR
+151.9%
-135.3%
-95.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BKR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -12.5% | -6.7% | -5.9% | -7.4% |
| 7D | +2.3% | -6.7% | +9.0% | +8.3% |
| 30D | +20.0% | -8.3% | +28.4% | +28.6% |
| 3M | -32.7% | -5.4% | -27.3% | -29.6% |
| 6M | +13.3% | +0.8% | +12.5% | +17.9% |
| YTD | +133.2% | +31.8% | +101.4% | +103.4% |
| 1Y | +357.3% | +28.6% | +328.7% | +305.7% |
| 3Y | +452.7% | +71.2% | +381.4% | +287.3% |
| 5Y | +47.2% | +179.2% | -132.0% | -32.1% |
| 10Y | +67.6% | +124.0% | -56.4% | -27.7% |
| All | +16.6% | +151.9% | -135.3% | -58.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling