+33.3%
KORU vs BLDR
+978.9%
-945.6%
-95.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BLDR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | -1.9% | +3.4% | +2.5% |
| 7D | +20.1% | -2.7% | +22.8% | +21.8% |
| 30D | +47.5% | -14.7% | +62.2% | +60.1% |
| 3M | -30.1% | -20.8% | -9.2% | -20.1% |
| 6M | +20.1% | -35.3% | +55.5% | +55.8% |
| YTD | +166.6% | -40.3% | +206.9% | +257.4% |
| 1Y | +458.9% | -56.3% | +515.2% | +762.1% |
| 3Y | +531.8% | -56.1% | +587.9% | +830.7% |
| 5Y | +67.7% | +12.9% | +54.8% | +55.3% |
| 10Y | +91.6% | +386.5% | -294.9% | -2.5% |
| All | +33.3% | +978.9% | -945.6% | -46.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling