+31.4%
KORU vs BTI
+126.7%
-95.3%
-95.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BTI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | -0.4% | +1.9% | +1.9% |
| 7D | +24.3% | -1.4% | +25.7% | +25.8% |
| 30D | +37.3% | -7.0% | +44.4% | +45.5% |
| 3M | -32.8% | -6.3% | -26.5% | -34.3% |
| 6M | +36.9% | -2.0% | +38.9% | +23.3% |
| YTD | +162.6% | +0.2% | +162.4% | +137.2% |
| 1Y | +467.0% | +3.8% | +463.2% | +387.9% |
| 3Y | +522.4% | +112.1% | +410.3% | +131.1% |
| 5Y | +57.9% | +113.6% | -55.7% | -42.1% |
| 10Y | +70.8% | +69.6% | +1.1% | -17.3% |
| All | +31.4% | +126.7% | -95.3% | -58.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling