+22.5%
KORU vs BMY
+45.9%
-23.3%
-83.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BMY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.3% | +4.0% | -9.3% | -2.3% |
| 7D | -24.3% | +6.0% | -30.3% | -20.6% |
| 30D | -54.2% | +9.1% | -63.4% | -50.6% |
| 3M | -45.4% | -2.6% | -42.9% | -44.3% |
| 6M | -66.5% | +13.1% | -79.6% | -62.1% |
| YTD | +14.9% | +23.0% | -8.1% | +37.0% |
| 1Y | +22.5% | +45.6% | -23.0% | +35.3% |
| All | +22.5% | +45.9% | -23.3% | +35.3% |
Cumulative growth
Daily Returns
Daily percentage return beside BMY.
Daily Out/Under-Performance
Portfolio return minus BMY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BMY 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 BMY 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