+474.0%
KORU vs BLK
+66.0%
+408.0%
-80.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BLK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.0% | +1.6% | +7.4% | +6.7% |
| 7D | -1.7% | -3.3% | +1.6% | +3.0% |
| 30D | +13.5% | -6.5% | +20.1% | +23.4% |
| 3M | -45.2% | +6.7% | -52.0% | -51.4% |
| 6M | +17.1% | +14.7% | +2.4% | -0.5% |
| YTD | +154.1% | +2.5% | +151.6% | +147.2% |
| 1Y | +375.7% | -2.8% | +378.4% | +393.0% |
| 3Y | +474.0% | +65.9% | +408.2% | +131.5% |
| All | +474.0% | +66.0% | +408.0% | +131.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling