+27.1%
KORU vs BLK
+489.3%
-462.2%
-95.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BLK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.0% | +1.6% | +7.4% | +6.7% |
| 7D | -1.7% | -3.3% | +1.6% | +3.1% |
| 30D | +13.5% | -6.5% | +20.1% | +23.7% |
| 3M | -45.2% | +6.7% | -52.0% | -51.5% |
| 6M | +17.1% | +14.7% | +2.4% | -0.8% |
| YTD | +154.1% | +2.5% | +151.6% | +149.4% |
| 1Y | +375.7% | -2.8% | +378.4% | +398.6% |
| 3Y | +474.0% | +65.9% | +408.2% | +190.3% |
| 5Y | +60.4% | +33.0% | +27.4% | +19.1% |
| 10Y | +82.6% | +281.2% | -198.6% | -60.7% |
| All | +27.1% | +489.3% | -462.2% | -82.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling