+375.7%
KORU vs BP
+40.7%
+335.0%
-80.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.0% | 0.0% | +8.9% | +9.0% |
| 7D | -1.7% | +5.2% | -6.9% | +0.7% |
| 30D | +13.5% | +8.7% | +4.8% | +18.5% |
| 3M | -45.2% | +9.3% | -54.5% | -41.0% |
| 6M | +17.1% | +13.6% | +3.6% | +14.0% |
| YTD | +154.1% | +37.7% | +116.5% | +120.7% |
| 1Y | +375.7% | +40.6% | +335.0% | +303.9% |
| All | +375.7% | +40.7% | +335.0% | +303.9% |
Cumulative growth
Daily Returns
Daily percentage return beside BP.
Daily Out/Under-Performance
Portfolio return minus BP return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BP 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 BP 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