+120.4%
DIS vs KORU
-60.9%
+181.2%
-60.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | KORU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +5.8% | -6.2% | -1.0% |
| 7D | +5.2% | -35.0% | +40.2% | +9.0% |
| 30D | +11.5% | -65.5% | +77.0% | +22.2% |
| 3M | +11.5% | -58.9% | +70.4% | +17.3% |
| 6M | +8.9% | -83.5% | +92.4% | +14.3% |
| YTD | +3.4% | -23.9% | +27.3% | -19.6% |
| 1Y | +7.2% | -12.4% | +19.6% | -19.0% |
| 3Y | +43.3% | +82.1% | -38.8% | -12.2% |
| 5Y | -31.4% | -42.6% | +11.2% | -52.5% |
| 10Y | +37.1% | -37.4% | +74.5% | -23.4% |
| All | +120.4% | -60.9% | +181.2% | +20.7% |
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