+16.6%
KORU vs BTG
+126.5%
-109.8%
-95.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BTG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -12.5% | -2.9% | -9.6% | -11.6% |
| 7D | +2.3% | -5.5% | +7.8% | +4.2% |
| 30D | +20.0% | +6.1% | +13.9% | +18.5% |
| 3M | -32.7% | +38.6% | -71.4% | -38.5% |
| 6M | +13.3% | +0.7% | +12.7% | +16.7% |
| YTD | +133.2% | +20.3% | +112.9% | +131.8% |
| 1Y | +357.3% | +25.0% | +332.2% | +348.4% |
| 3Y | +452.7% | +97.3% | +355.4% | +381.5% |
| 5Y | +47.2% | +78.3% | -31.1% | +32.3% |
| 10Y | +67.6% | +151.6% | -84.0% | +37.4% |
| All | +16.6% | +126.5% | -109.8% | -6.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling