+124.8%
DIS vs KORU
-56.5%
+181.3%
-60.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | KORU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.0% | +11.3% | -9.3% | +0.8% |
| 7D | +5.3% | -25.8% | +31.2% | +7.5% |
| 30D | +10.2% | -56.9% | +67.2% | +18.1% |
| 3M | +13.5% | -55.7% | +69.2% | +18.4% |
| 6M | +11.1% | -83.7% | +94.8% | +17.8% |
| YTD | +5.5% | -15.3% | +20.8% | -19.0% |
| 1Y | +9.1% | +3.4% | +5.8% | -19.3% |
| 3Y | +36.0% | +133.8% | -97.8% | -19.6% |
| 5Y | -29.8% | -35.4% | +5.5% | -52.1% |
| 10Y | +36.6% | -27.3% | +63.9% | -24.8% |
| All | +124.8% | -56.5% | +181.3% | +21.7% |
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