+29.3%
KORU vs BP
+126.2%
-96.9%
-95.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +13.4% | +0.5% | +12.9% | +12.9% |
| 7D | +13.0% | +3.9% | +9.1% | +8.3% |
| 30D | +27.3% | +7.6% | +19.7% | +16.8% |
| 3M | -55.3% | +0.7% | -56.0% | -57.0% |
| 6M | +11.6% | +15.5% | -3.9% | -13.6% |
| YTD | +158.5% | +30.8% | +127.7% | +76.6% |
| 1Y | +482.2% | +34.3% | +447.8% | +282.0% |
| 3Y | +471.9% | +35.1% | +436.9% | +261.1% |
| 5Y | +41.1% | +126.8% | -85.7% | -51.9% |
| 10Y | +80.2% | +123.4% | -43.2% | -32.2% |
| All | +29.3% | +126.2% | -96.9% | -57.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling