+13.3%
KORU vs BX
+15.4%
-2.1%
-80.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | BX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -12.5% | -2.8% | -9.7% | -9.8% |
| 7D | +2.3% | -8.9% | +11.2% | +11.8% |
| 30D | +20.0% | -14.8% | +34.8% | +39.4% |
| 3M | -32.7% | +6.9% | -39.7% | -39.1% |
| 6M | +13.3% | +16.3% | -3.0% | -8.9% |
| All | +13.3% | +15.4% | -2.1% | -8.9% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling