+16.6%
KORU vs BMRN
+4.5%
+12.1%
-95.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BMRN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -12.5% | +1.7% | -14.2% | -13.4% |
| 7D | +2.3% | -1.4% | +3.7% | +2.8% |
| 30D | +20.0% | -5.8% | +25.8% | +23.4% |
| 3M | -32.7% | +16.6% | -49.4% | -39.4% |
| 6M | +13.3% | +7.6% | +5.7% | +5.9% |
| YTD | +133.2% | +10.2% | +123.0% | +115.8% |
| 1Y | +357.3% | +20.2% | +337.1% | +300.2% |
| 3Y | +452.7% | -27.4% | +480.0% | +500.5% |
| 5Y | +47.2% | -16.0% | +63.2% | +48.1% |
| 10Y | +67.6% | -30.3% | +97.9% | +78.1% |
| All | +16.6% | +4.5% | +12.1% | +5.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling