+27.1%
KORU vs BRKR
+198.9%
-171.8%
-95.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BRKR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.0% | -0.2% | +9.2% | +9.2% |
| 7D | -1.7% | -8.7% | +7.0% | +4.8% |
| 30D | +13.5% | -9.9% | +23.4% | +22.8% |
| 3M | -45.2% | -3.1% | -42.1% | -45.1% |
| 6M | +17.1% | +45.5% | -28.4% | -9.2% |
| YTD | +154.1% | +13.7% | +140.5% | +131.0% |
| 1Y | +375.7% | +67.4% | +308.2% | +219.5% |
| 3Y | +474.0% | -13.2% | +487.2% | +452.7% |
| 5Y | +60.4% | -39.5% | +99.9% | +103.8% |
| 10Y | +82.6% | +153.5% | -70.9% | -9.3% |
| All | +27.1% | +198.9% | -171.8% | -44.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling