+482.2%
KORU vs BRO
-24.4%
+506.6%
-80.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BRO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +13.4% | -1.6% | +15.0% | +10.1% |
| 7D | +13.0% | -2.6% | +15.6% | +7.3% |
| 30D | +27.3% | +0.9% | +26.4% | +31.5% |
| 3M | -55.3% | +24.8% | -80.0% | -20.8% |
| 6M | +11.6% | -0.1% | +11.7% | +69.1% |
| YTD | +158.5% | -9.7% | +168.3% | +248.9% |
| 1Y | +482.2% | -24.5% | +506.6% | +562.1% |
| All | +482.2% | -24.4% | +506.6% | +562.1% |
Cumulative growth
Daily Returns
Daily percentage return beside BRO.
Daily Out/Under-Performance
Portfolio return minus BRO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BRO 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 BRO 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