+375.7%
KORU vs BTI
+3.5%
+372.2%
-80.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BTI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.0% | +0.7% | +8.3% | +9.2% |
| 7D | -1.7% | -0.2% | -1.5% | -1.7% |
| 30D | +13.5% | -1.1% | +14.6% | +13.4% |
| 3M | -45.2% | -8.8% | -36.4% | -46.0% |
| 6M | +17.1% | -4.0% | +21.1% | +6.2% |
| YTD | +154.1% | +0.4% | +153.8% | +144.2% |
| 1Y | +375.7% | +1.9% | +373.7% | +300.8% |
| All | +375.7% | +3.5% | +372.2% | +300.8% |
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