-41.5%
DIS vs KORU
+55.4%
-96.8%
-57.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | KORU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +1.6% | -1.8% | -0.4% |
| 7D | -1.1% | +24.3% | -25.4% | -2.8% |
| 30D | +0.1% | +37.3% | -37.2% | -2.9% |
| 3M | +7.1% | -32.8% | +39.9% | +5.4% |
| 6M | +4.3% | +36.9% | -32.7% | -12.4% |
| YTD | -6.9% | +162.6% | -169.6% | -31.1% |
| 1Y | -10.3% | +467.0% | -477.3% | -42.3% |
| 3Y | +32.8% | +522.4% | -489.5% | -23.2% |
| 5Y | -41.5% | +57.9% | -99.3% | -59.9% |
| All | -41.5% | +55.4% | -96.8% | -59.9% |
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