+375.7%
KORU vs BN
-14.1%
+389.8%
-80.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.0% | +0.4% | +8.5% | +8.2% |
| 7D | -1.7% | -5.2% | +3.5% | +8.2% |
| 30D | +13.5% | -14.5% | +28.0% | +50.6% |
| 3M | -45.2% | -15.0% | -30.2% | -26.1% |
| 6M | +17.1% | -5.4% | +22.5% | +40.5% |
| YTD | +154.1% | -16.4% | +170.6% | +244.9% |
| 1Y | +375.7% | -16.2% | +391.9% | +540.0% |
| All | +375.7% | -14.1% | +389.8% | +540.0% |
Cumulative growth
Daily Returns
Daily percentage return beside BN.
Daily Out/Under-Performance
Portfolio return minus BN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BN 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 BN 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