+56.9%
KORU vs BTI
+118.0%
-61.1%
-90.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BTI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.0% | +0.7% | +8.3% | +8.6% |
| 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% | -45.1% |
| 6M | +17.1% | -4.0% | +21.1% | +9.4% |
| YTD | +154.1% | +0.4% | +153.8% | +134.6% |
| 1Y | +375.7% | +1.9% | +373.7% | +331.2% |
| 3Y | +474.0% | +108.5% | +365.5% | +153.7% |
| All | +56.9% | +118.0% | -61.1% | -35.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling