+474.0%
KORU vs BTG
+94.8%
+379.2%
-80.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BTG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.0% | +0.4% | +8.6% | +8.7% |
| 7D | -1.7% | -3.8% | +2.0% | +1.3% |
| 30D | +13.5% | +3.6% | +9.9% | +11.5% |
| 3M | -45.2% | +32.0% | -77.2% | -55.3% |
| 6M | +17.1% | +3.4% | +13.8% | +19.1% |
| YTD | +154.1% | +20.8% | +133.4% | +142.5% |
| 1Y | +375.7% | +22.4% | +353.3% | +341.7% |
| 3Y | +474.0% | +91.7% | +382.3% | +305.2% |
| All | +474.0% | +94.8% | +379.2% | +305.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling