-27.8%
COIN vs KORU
+58.1%
-85.9%
-90.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | KORU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | +9.0% | -7.2% | -1.0% |
| 7D | -5.1% | -1.7% | -3.4% | -5.0% |
| 30D | +17.6% | +13.5% | +4.1% | +10.7% |
| 3M | +9.2% | -45.2% | +54.4% | +11.1% |
| 6M | -11.8% | +17.1% | -28.9% | -49.0% |
| YTD | -22.5% | +154.1% | -176.6% | -72.4% |
| 1Y | -45.9% | +375.7% | -421.6% | -86.7% |
| 3Y | +117.4% | +474.0% | -356.6% | -58.9% |
| All | -27.8% | +58.1% | -85.9% | -77.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling