+482.2%
KORU vs BLK
+3.3%
+478.8%
-80.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BLK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +13.4% | -0.3% | +13.8% | +13.9% |
| 7D | +13.0% | -3.6% | +16.6% | +18.3% |
| 30D | +27.3% | -1.0% | +28.3% | +28.0% |
| 3M | -55.3% | +10.4% | -65.7% | -60.3% |
| 6M | +11.6% | +8.2% | +3.4% | 0.0% |
| YTD | +158.5% | +6.0% | +152.5% | +134.9% |
| 1Y | +482.2% | +3.3% | +478.8% | +447.2% |
| All | +482.2% | +3.3% | +478.8% | +447.2% |
Cumulative growth
Daily Returns
Daily percentage return beside BLK.
Daily Out/Under-Performance
Portfolio return minus BLK return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BLK 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 BLK 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