+82.9%
KORU vs BMRN
-29.6%
+112.6%
-95.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BMRN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.0% | +0.3% | +8.7% | +8.8% |
| 7D | -1.7% | -1.3% | -0.4% | -1.2% |
| 30D | +13.5% | -6.5% | +20.0% | +17.7% |
| 3M | -45.2% | +18.3% | -63.5% | -51.8% |
| 6M | +17.1% | +8.9% | +8.2% | +7.4% |
| YTD | +154.1% | +10.5% | +143.6% | +131.4% |
| 1Y | +375.7% | +17.5% | +358.2% | +311.1% |
| 3Y | +474.0% | -27.7% | +501.7% | +533.5% |
| 5Y | +60.4% | -15.8% | +76.2% | +57.7% |
| All | +82.9% | -29.6% | +112.6% | +113.8% |
Cumulative growth
Daily Returns
Daily percentage return beside BMRN.
Daily Out/Under-Performance
Portfolio return minus BMRN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BMRN 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 10y: compounded portfolio wealth divided by compounded BMRN 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…
10y analysis · Full analysis span regression · 6 months rolling