+56.9%
KORU vs BND
-2.6%
+59.6%
-90.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BND | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.0% | -0.1% | +9.0% | +9.2% |
| 7D | -1.7% | -1.0% | -0.7% | +2.0% |
| 30D | +13.5% | -1.1% | +14.7% | +18.3% |
| 3M | -45.2% | -1.9% | -43.3% | -40.8% |
| 6M | +17.1% | -1.6% | +18.8% | +30.9% |
| YTD | +154.1% | -1.2% | +155.4% | +182.8% |
| 1Y | +375.7% | -0.7% | +376.4% | +423.0% |
| 3Y | +474.0% | +12.5% | +461.5% | +379.6% |
| All | +56.9% | -2.6% | +59.6% | +29.4% |
Cumulative growth
Daily Returns
Daily percentage return beside BND.
Daily Out/Under-Performance
Portfolio return minus BND return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BND 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 BND 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