+271.5%
C vs KORU
-56.5%
+327.9%
-56.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | KORU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.5% | +11.3% | -8.8% | +0.6% |
| 7D | -0.9% | -25.8% | +24.9% | +2.5% |
| 30D | -5.4% | -56.9% | +51.5% | +5.7% |
| 3M | -9.2% | -55.7% | +46.5% | -2.2% |
| 6M | -1.8% | -83.7% | +81.9% | +9.0% |
| YTD | +6.7% | -15.3% | +22.0% | -25.3% |
| 1Y | +23.5% | +3.4% | +20.2% | -17.9% |
| 3Y | +219.8% | +133.8% | +86.0% | +56.6% |
| 5Y | +112.4% | -35.4% | +147.8% | +27.5% |
| 10Y | +220.1% | -27.3% | +247.4% | +42.9% |
| All | +271.5% | -56.5% | +327.9% | +61.5% |
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