+47.2%
KORU vs BN
+30.5%
+16.7%
-90.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -12.5% | -1.2% | -11.3% | -10.8% |
| 7D | +2.3% | -5.9% | +8.2% | +11.4% |
| 30D | +20.0% | -15.1% | +35.1% | +51.1% |
| 3M | -32.7% | -14.6% | -18.2% | -15.4% |
| 6M | +13.3% | -8.4% | +21.8% | +37.9% |
| YTD | +133.2% | -16.8% | +150.0% | +220.7% |
| 1Y | +357.3% | -14.4% | +371.6% | +508.1% |
| 3Y | +452.7% | +70.1% | +382.6% | +190.1% |
| 5Y | +47.2% | +33.5% | +13.7% | +15.7% |
| All | +47.2% | +30.5% | +16.7% | +15.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling