-10.3%
DIS vs KORU
+473.6%
-483.9%
-21.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | KORU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +1.6% | -1.8% | -0.2% |
| 7D | -1.1% | +24.3% | -25.4% | -1.2% |
| 30D | +0.1% | +37.3% | -37.2% | -0.1% |
| 3M | +7.1% | -32.8% | +39.9% | +7.2% |
| 6M | +4.3% | +36.9% | -32.7% | -0.2% |
| YTD | -6.9% | +162.6% | -169.6% | -12.2% |
| 1Y | -10.3% | +467.0% | -477.3% | -12.1% |
| All | -10.3% | +473.6% | -483.9% | -12.1% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling