+482.2%
KORU vs BTG
+38.4%
+443.8%
-80.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BTG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +13.4% | -1.4% | +14.8% | +14.7% |
| 7D | +13.0% | -0.9% | +13.9% | +13.7% |
| 30D | +27.3% | +36.8% | -9.6% | -7.2% |
| 3M | -55.3% | +23.1% | -78.4% | -61.3% |
| 6M | +11.6% | +3.5% | +8.1% | +10.4% |
| YTD | +158.5% | +25.5% | +133.1% | +143.0% |
| 1Y | +482.2% | +40.1% | +442.1% | +424.6% |
| All | +482.2% | +38.4% | +443.8% | +424.6% |
Cumulative growth
Daily Returns
Daily percentage return beside BTG.
Daily Out/Under-Performance
Portfolio return minus BTG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BTG 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 BTG 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