+56.9%
KORU vs BR
+8.0%
+48.9%
-90.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.0% | -0.3% | +9.3% | +9.1% |
| 7D | -1.7% | -3.0% | +1.3% | -0.2% |
| 30D | +13.5% | -0.3% | +13.8% | +12.9% |
| 3M | -45.2% | +17.3% | -62.5% | -53.3% |
| 6M | +17.1% | -6.7% | +23.8% | +21.8% |
| YTD | +154.1% | -23.4% | +177.6% | +211.5% |
| 1Y | +375.7% | -32.7% | +408.3% | +565.0% |
| 3Y | +474.0% | -5.9% | +479.9% | +421.7% |
| All | +56.9% | +8.0% | +48.9% | +13.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling