+482.2%
KORU vs BRKR
+100.6%
+381.6%
-80.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BRKR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +13.4% | -1.5% | +15.0% | +14.5% |
| 7D | +13.0% | +2.5% | +10.5% | +11.0% |
| 30D | +27.3% | +11.5% | +15.8% | +18.7% |
| 3M | -55.3% | -2.4% | -52.9% | -54.7% |
| 6M | +11.6% | +52.3% | -40.7% | -17.0% |
| YTD | +158.5% | +24.5% | +134.1% | +107.5% |
| 1Y | +482.2% | +97.3% | +384.8% | +286.4% |
| All | +482.2% | +100.6% | +381.6% | +286.4% |
Cumulative growth
Daily Returns
Daily percentage return beside BRKR.
Daily Out/Under-Performance
Portfolio return minus BRKR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BRKR 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 BRKR 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