+36.3%
DIS vs KORU
-32.4%
+68.7%
-60.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | KORU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -6.2% | +6.3% | +0.7% |
| 7D | +4.4% | -34.5% | +38.9% | +7.9% |
| 30D | +10.3% | -59.6% | +69.9% | +18.7% |
| 3M | +15.5% | -56.1% | +71.6% | +20.3% |
| 6M | +11.2% | -84.7% | +95.9% | +18.4% |
| YTD | +5.6% | -20.6% | +26.2% | -19.6% |
| 1Y | +7.7% | -13.9% | +21.6% | -19.4% |
| 3Y | +39.3% | +114.9% | -75.6% | -19.5% |
| 5Y | -29.5% | -36.0% | +6.5% | -52.9% |
| 10Y | +36.3% | -27.8% | +64.1% | -22.6% |
| All | +36.3% | -32.4% | +68.7% | -22.6% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling