+16.6%
KORU vs BR
+822.6%
-806.0%
-95.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -12.5% | +0.1% | -12.6% | -12.6% |
| 7D | +2.3% | -6.0% | +8.3% | +8.4% |
| 30D | +20.0% | -0.9% | +20.9% | +19.3% |
| 3M | -32.7% | +16.4% | -49.1% | -48.8% |
| 6M | +13.3% | -8.2% | +21.5% | +12.7% |
| YTD | +133.2% | -23.2% | +156.4% | +175.3% |
| 1Y | +357.3% | -30.9% | +388.2% | +505.7% |
| 3Y | +452.7% | -5.0% | +457.6% | +369.4% |
| 5Y | +47.2% | +8.8% | +38.4% | +4.9% |
| 10Y | +67.6% | +190.1% | -122.5% | -60.6% |
| All | +16.6% | +822.6% | -806.0% | -89.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling