+149.7%
KORU vs BUD
+47.9%
+101.8%
-89.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BUD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.9% | -0.3% | -4.6% | -4.8% |
| 7D | +24.3% | -1.6% | +25.9% | +25.1% |
| 30D | -44.8% | +6.7% | -51.5% | -48.8% |
| 3M | -60.0% | +5.9% | -65.9% | -63.3% |
| 6M | -78.7% | +5.1% | -83.7% | -81.4% |
| YTD | -10.6% | +32.9% | -43.4% | -35.0% |
| 1Y | -3.8% | +31.8% | -35.6% | -29.8% |
| All | +149.7% | +47.9% | +101.8% | +46.3% |
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