+482.2%
KORU vs BTSG
+152.4%
+329.7%
-80.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BTSG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +13.4% | -1.1% | +14.6% | +14.8% |
| 7D | +13.0% | +2.7% | +10.3% | +9.0% |
| 30D | +27.3% | -3.6% | +30.9% | +31.3% |
| 3M | -55.3% | +5.8% | -61.1% | -58.0% |
| 6M | +11.6% | +44.7% | -33.1% | -21.8% |
| YTD | +158.5% | +62.2% | +96.4% | +71.4% |
| 1Y | +482.2% | +152.1% | +330.1% | +242.3% |
| All | +482.2% | +152.4% | +329.7% | +242.3% |
Cumulative growth
Daily Returns
Daily percentage return beside BTSG.
Daily Out/Under-Performance
Portfolio return minus BTSG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BTSG 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 BTSG 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