+317.1%
C vs KORU
+32.9%
+284.2%
-56.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | KORU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +13.4% | -13.7% | -2.6% |
| 7D | +3.6% | +13.0% | -9.4% | +1.2% |
| 30D | +0.1% | +27.3% | -27.2% | -5.7% |
| 3M | +2.4% | -55.3% | +57.7% | +4.1% |
| 6M | +24.9% | +11.6% | +13.3% | -4.8% |
| YTD | +19.8% | +158.5% | -138.7% | -27.3% |
| 1Y | +44.9% | +482.2% | -437.3% | -29.0% |
| 3Y | +263.0% | +471.9% | -208.9% | +60.5% |
| 5Y | +129.5% | +41.1% | +88.4% | +28.9% |
| 10Y | +291.6% | +80.2% | +211.4% | +55.9% |
| All | +317.1% | +32.9% | +284.2% | +57.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling