+44.9%
C vs KORU
+487.7%
-442.8%
-14.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | KORU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +13.4% | -13.7% | -1.0% |
| 7D | +3.6% | +13.0% | -9.4% | +2.9% |
| 30D | +0.1% | +27.3% | -27.2% | -1.7% |
| 3M | +2.4% | -55.3% | +57.7% | +2.6% |
| 6M | +24.9% | +11.6% | +13.3% | +13.5% |
| YTD | +19.8% | +158.5% | -138.7% | +1.9% |
| 1Y | +44.9% | +482.2% | -437.3% | +22.3% |
| All | +44.9% | +487.7% | -442.8% | +22.3% |
Cumulative growth
Daily Returns
Daily percentage return beside KORU.
Daily Out/Under-Performance
Portfolio return minus KORU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × KORU 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 KORU 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