+426.7%
KORU vs BP
+38.8%
+387.9%
-80.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -12.5% | +0.9% | -13.4% | -12.8% |
| 7D | +2.3% | +5.7% | -3.4% | +0.6% |
| 30D | +20.0% | +8.1% | +11.9% | +16.8% |
| 3M | -32.7% | +8.6% | -41.3% | -34.9% |
| 6M | +13.3% | +18.1% | -4.8% | -2.2% |
| YTD | +133.2% | +37.6% | +95.6% | +79.7% |
| 1Y | +357.3% | +39.4% | +317.9% | +245.6% |
| All | +426.7% | +38.8% | +387.9% | +284.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling