+482.2%
KORU vs BTI
+5.0%
+477.2%
-80.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BTI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +13.4% | -1.1% | +14.5% | +13.1% |
| 7D | +13.0% | -1.4% | +14.4% | +12.6% |
| 30D | +27.3% | -6.6% | +33.9% | +26.0% |
| 3M | -55.3% | -3.0% | -52.3% | -59.2% |
| 6M | +11.6% | -6.7% | +18.3% | +6.3% |
| YTD | +158.5% | +0.6% | +158.0% | +148.0% |
| 1Y | +482.2% | +5.6% | +476.6% | +464.4% |
| All | +482.2% | +5.0% | +477.2% | +464.4% |
Cumulative growth
Daily Returns
Daily percentage return beside BTI.
Daily Out/Under-Performance
Portfolio return minus BTI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BTI 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 BTI 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