+426.7%
KORU vs BTI
+108.0%
+318.8%
-80.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BTI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -12.5% | +1.0% | -13.5% | -12.7% |
| 7D | +2.3% | -2.0% | +4.3% | +2.7% |
| 30D | +20.0% | -3.4% | +23.4% | +20.6% |
| 3M | -32.7% | -9.0% | -23.7% | -33.0% |
| 6M | +13.3% | -5.0% | +18.3% | +7.2% |
| YTD | +133.2% | -0.3% | +133.5% | +120.0% |
| 1Y | +357.3% | +3.1% | +354.2% | +322.7% |
| All | +426.7% | +108.0% | +318.8% | +160.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling