+262.6%
C vs KORU
-60.9%
+323.4%
-56.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | KORU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +5.8% | -5.3% | -0.5% |
| 7D | -2.4% | -35.0% | +32.6% | +3.3% |
| 30D | -6.0% | -65.5% | +59.6% | +9.0% |
| 3M | -10.5% | -58.9% | +48.3% | -2.5% |
| 6M | -5.7% | -83.5% | +77.8% | +3.4% |
| YTD | +4.1% | -23.9% | +28.0% | -25.7% |
| 1Y | +20.5% | -12.4% | +32.9% | -17.4% |
| 3Y | +208.1% | +82.1% | +126.0% | +59.0% |
| 5Y | +110.4% | -42.6% | +153.1% | +29.0% |
| 10Y | +234.6% | -37.4% | +272.0% | +52.9% |
| All | +262.6% | -60.9% | +323.4% | +60.6% |
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