+22.7%
C vs KORU
-6.3%
+28.9%
-17.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | KORU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.5% | +11.3% | -8.8% | +1.8% |
| 7D | -0.9% | -25.8% | +24.9% | +0.2% |
| 30D | -5.4% | -56.9% | +51.5% | -1.9% |
| 3M | -9.2% | -55.7% | +46.5% | -6.8% |
| 6M | -1.8% | -83.7% | +81.9% | +1.4% |
| YTD | +6.7% | -15.3% | +22.0% | -10.2% |
| All | +22.7% | -6.3% | +28.9% | +1.4% |
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 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