+31.4%
KORU vs BMY
+145.0%
-113.7%
-95.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BMY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | -3.2% | +4.8% | +3.3% |
| 7D | +24.3% | -3.3% | +27.6% | +26.4% |
| 30D | +37.3% | 0.0% | +37.4% | +36.3% |
| 3M | -32.8% | +17.7% | -50.5% | -40.8% |
| 6M | +36.9% | +9.6% | +27.3% | +23.6% |
| YTD | +162.6% | +24.0% | +138.6% | +120.6% |
| 1Y | +467.0% | +45.1% | +421.9% | +325.4% |
| 3Y | +522.4% | +22.5% | +499.9% | +395.2% |
| 5Y | +57.9% | +22.3% | +35.6% | +22.4% |
| 10Y | +70.8% | +62.0% | +8.8% | +15.7% |
| All | +31.4% | +145.0% | -113.7% | -26.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling