+22.5%
KORU vs BR
-14.2%
+36.8%
-83.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.3% | +3.0% | -8.3% | -1.0% |
| 7D | -24.3% | +7.0% | -31.3% | -16.4% |
| 30D | -54.2% | +19.0% | -73.2% | -40.4% |
| 3M | -45.4% | +13.1% | -58.5% | -31.5% |
| 6M | -66.5% | +24.6% | -91.1% | -46.2% |
| YTD | +14.9% | -13.6% | +28.5% | +48.5% |
| 1Y | +22.5% | -13.1% | +35.7% | +58.6% |
| All | +22.5% | -14.2% | +36.8% | +58.6% |
Cumulative growth
Daily Returns
Daily percentage return beside BR.
Daily Out/Under-Performance
Portfolio return minus BR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BR 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 BR 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