+22.5%
KORU vs BLK
+17.9%
+4.7%
-83.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BLK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.3% | +5.4% | -10.7% | -12.0% |
| 7D | -24.3% | +5.7% | -30.1% | -29.8% |
| 30D | -54.2% | +14.8% | -69.0% | -62.2% |
| 3M | -45.4% | +8.8% | -54.2% | -51.6% |
| 6M | -66.5% | +17.6% | -84.1% | -72.8% |
| YTD | +14.9% | +16.3% | -1.4% | -10.8% |
| 1Y | +22.5% | +18.0% | +4.6% | -6.4% |
| All | +22.5% | +17.9% | +4.7% | -6.4% |
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