+16.6%
KORU vs BND
+25.5%
-8.8%
-95.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BND | Excess | Alpha |
|---|---|---|---|---|
| 1D | -12.5% | -0.6% | -11.9% | -10.9% |
| 7D | +2.3% | -0.9% | +3.2% | +5.0% |
| 30D | +20.0% | -1.0% | +21.0% | +23.4% |
| 3M | -32.7% | -1.2% | -31.5% | -29.5% |
| 6M | +13.3% | -2.0% | +15.3% | +24.6% |
| YTD | +133.2% | -1.2% | +134.4% | +153.1% |
| 1Y | +357.3% | -0.5% | +357.7% | +389.1% |
| 3Y | +452.7% | +12.4% | +440.2% | +371.8% |
| 5Y | +47.2% | -2.5% | +49.7% | +58.2% |
| 10Y | +67.6% | +15.0% | +52.6% | +65.3% |
| All | +16.6% | +25.5% | -8.8% | -12.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling