+482.2%
KORU vs BX
-15.8%
+498.0%
-80.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +13.4% | -1.1% | +14.5% | +14.3% |
| 7D | +13.0% | -4.4% | +17.4% | +17.2% |
| 30D | +27.3% | +0.1% | +27.2% | +26.6% |
| 3M | -55.3% | +16.0% | -71.3% | -60.1% |
| 6M | +11.6% | +21.6% | -10.0% | -2.6% |
| YTD | +158.5% | -8.9% | +167.4% | +167.5% |
| 1Y | +482.2% | -16.6% | +498.8% | +545.3% |
| All | +482.2% | -15.8% | +498.0% | +545.3% |
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