+16.6%
KORU vs BNS
+210.4%
-193.8%
-95.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BNS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -12.5% | +0.8% | -13.3% | -14.0% |
| 7D | +2.3% | -2.2% | +4.5% | +5.9% |
| 30D | +20.0% | +4.5% | +15.5% | +10.8% |
| 3M | -32.7% | +14.9% | -47.6% | -47.1% |
| 6M | +13.3% | +32.5% | -19.1% | -28.1% |
| YTD | +133.2% | +28.6% | +104.6% | +58.8% |
| 1Y | +357.3% | +48.4% | +308.9% | +142.1% |
| 3Y | +452.7% | +130.8% | +321.9% | +37.9% |
| 5Y | +47.2% | +94.8% | -47.6% | -45.2% |
| 10Y | +67.6% | +184.3% | -116.8% | -57.6% |
| All | +16.6% | +210.4% | -193.8% | -76.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling