+22.5%
KORU vs BUD
+38.4%
-15.8%
-83.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BUD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.3% | +3.1% | -8.4% | -5.9% |
| 7D | -24.3% | +3.3% | -27.6% | -25.0% |
| 30D | -54.2% | +11.8% | -66.0% | -57.4% |
| 3M | -45.4% | -1.1% | -44.4% | -44.3% |
| 6M | -66.5% | +14.9% | -81.3% | -75.6% |
| YTD | +14.9% | +32.6% | -17.7% | -12.6% |
| 1Y | +22.5% | +37.2% | -14.6% | -8.8% |
| All | +22.5% | +38.4% | -15.8% | -8.8% |
Cumulative growth
Daily Returns
Daily percentage return beside BUD.
Daily Out/Under-Performance
Portfolio return minus BUD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BUD 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 BUD 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