+31.4%
KORU vs BWA
+148.8%
-117.4%
-95.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BWA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | -1.9% | +3.5% | +3.6% |
| 7D | +24.3% | +4.3% | +20.0% | +19.1% |
| 30D | +37.3% | -2.9% | +40.2% | +42.7% |
| 3M | -32.8% | -12.4% | -20.4% | -16.9% |
| 6M | +36.9% | +28.6% | +8.4% | +27.1% |
| YTD | +162.6% | +48.2% | +114.4% | +108.7% |
| 1Y | +467.0% | +50.9% | +416.1% | +337.0% |
| 3Y | +522.4% | +72.2% | +450.2% | +307.3% |
| 5Y | +57.9% | +91.1% | -33.2% | -4.5% |
| 10Y | +70.8% | +144.0% | -73.3% | -18.2% |
| All | +31.4% | +148.8% | -117.4% | -43.0% |
Cumulative growth
Daily Returns
Daily percentage return beside BWA.
Daily Out/Under-Performance
Portfolio return minus BWA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BWA 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 BWA 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