+22.5%
KORU vs BNY
+45.2%
-22.6%
-83.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BNY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.3% | +2.3% | -7.6% | -9.1% |
| 7D | -24.3% | +2.8% | -27.1% | -27.6% |
| 30D | -54.2% | +6.7% | -60.9% | -58.8% |
| 3M | -45.4% | -2.2% | -43.3% | -43.0% |
| 6M | -66.5% | +16.8% | -83.2% | -72.7% |
| YTD | +14.9% | +33.9% | -19.0% | -28.3% |
| 1Y | +22.5% | +43.9% | -21.4% | -34.1% |
| All | +22.5% | +45.2% | -22.6% | -34.1% |
Cumulative growth
Daily Returns
Daily percentage return beside BNY.
Daily Out/Under-Performance
Portfolio return minus BNY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BNY 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 1y: compounded portfolio wealth divided by compounded BNY 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…
1y analysis · Full analysis span regression · 6 months rolling