+47.2%
KORU vs BLDR
+7.7%
+39.5%
-90.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BLDR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -12.5% | -3.9% | -8.6% | -9.9% |
| 7D | +2.3% | -8.1% | +10.4% | +8.6% |
| 30D | +20.0% | -21.5% | +41.5% | +41.3% |
| 3M | -32.7% | -21.0% | -11.8% | -19.9% |
| 6M | +13.3% | -37.1% | +50.4% | +59.9% |
| YTD | +133.2% | -42.7% | +175.9% | +244.0% |
| 1Y | +357.3% | -58.0% | +415.2% | +700.7% |
| 3Y | +452.7% | -57.8% | +510.5% | +776.7% |
| 5Y | +47.2% | +10.3% | +36.9% | +8.4% |
| All | +47.2% | +7.7% | +39.5% | +8.4% |
Cumulative growth
Daily Returns
Daily percentage return beside BLDR.
Daily Out/Under-Performance
Portfolio return minus BLDR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BLDR 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 5y: compounded portfolio wealth divided by compounded BLDR 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…
5y analysis · Full analysis span regression · 6 months rolling