+294.7%
C vs KORU
+81.6%
+213.1%
-56.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | KORU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +1.5% | -0.7% | +0.5% |
| 7D | +2.6% | +20.1% | -17.5% | -0.7% |
| 30D | +1.9% | +47.5% | -45.6% | -6.2% |
| 3M | +2.8% | -30.1% | +32.9% | -1.3% |
| 6M | +30.6% | +20.1% | +10.4% | -1.5% |
| YTD | +19.9% | +166.6% | -146.7% | -28.3% |
| 1Y | +44.6% | +458.9% | -414.4% | -29.5% |
| 3Y | +272.1% | +531.8% | -259.6% | +57.3% |
| 5Y | +132.0% | +67.7% | +64.3% | +24.4% |
| 10Y | +294.7% | +91.6% | +203.1% | +57.4% |
| All | +294.7% | +81.6% | +213.1% | +57.4% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling