+22.5%
KORU vs BX
-8.3%
+30.9%
-83.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.3% | +6.2% | -11.5% | -9.5% |
| 7D | -24.3% | +8.3% | -32.6% | -28.8% |
| 30D | -54.2% | +13.5% | -67.8% | -59.1% |
| 3M | -45.4% | -7.6% | -37.8% | -41.6% |
| 6M | -66.5% | +4.0% | -70.5% | -66.8% |
| YTD | +14.9% | -15.2% | +30.1% | +24.8% |
| 1Y | +22.5% | -8.5% | +31.0% | +27.1% |
| All | +22.5% | -8.3% | +30.9% | +27.1% |
Cumulative growth
Daily Returns
Daily percentage return beside BX.
Daily Out/Under-Performance
Portfolio return minus BX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BX 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 BX 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