+482.2%
KORU vs BNY
+59.6%
+422.6%
-80.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BNY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +13.4% | +0.3% | +13.1% | +13.0% |
| 7D | +13.0% | +1.4% | +11.6% | +10.7% |
| 30D | +27.3% | +3.8% | +23.4% | +19.6% |
| 3M | -55.3% | +14.9% | -70.2% | -63.4% |
| 6M | +11.6% | +40.3% | -28.7% | -28.1% |
| YTD | +158.5% | +43.8% | +114.8% | +55.4% |
| 1Y | +482.2% | +58.9% | +423.3% | +224.8% |
| All | +482.2% | +59.6% | +422.6% | +224.8% |
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