+474.0%
KORU vs BNS
+130.5%
+343.5%
-80.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BNS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.0% | +0.7% | +8.3% | +7.7% |
| 7D | -1.7% | -0.4% | -1.3% | -1.2% |
| 30D | +13.5% | +3.5% | +10.1% | +5.8% |
| 3M | -45.2% | +14.1% | -59.3% | -57.6% |
| 6M | +17.1% | +33.8% | -16.6% | -30.7% |
| YTD | +154.1% | +29.5% | +124.7% | +62.6% |
| 1Y | +375.7% | +48.4% | +327.3% | +142.7% |
| 3Y | +474.0% | +129.6% | +344.4% | +42.5% |
| All | +474.0% | +130.5% | +343.5% | +42.5% |
Cumulative growth
Daily Returns
Daily percentage return beside BNS.
Daily Out/Under-Performance
Portfolio return minus BNS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BNS 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 3y: compounded portfolio wealth divided by compounded BNS 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…
3y analysis · Full analysis span regression · 6 months rolling