+426.7%
KORU vs BUD
+43.8%
+382.9%
-80.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BUD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -12.5% | -0.4% | -12.1% | -12.2% |
| 7D | +2.3% | -3.2% | +5.5% | +5.2% |
| 30D | +20.0% | -3.7% | +23.7% | +23.1% |
| 3M | -32.7% | -4.4% | -28.3% | -33.2% |
| 6M | +13.3% | +7.7% | +5.6% | -0.3% |
| YTD | +133.2% | +23.1% | +110.2% | +87.0% |
| 1Y | +357.3% | +33.6% | +323.6% | +238.3% |
| All | +426.7% | +43.8% | +382.9% | +265.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling