+33.6%
KO vs KORU
+345.0%
-311.5%
-7.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | KORU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -12.5% | +12.8% | -0.1% |
| 7D | -1.1% | +2.3% | -3.4% | -1.0% |
| 30D | +1.6% | +20.0% | -18.5% | +2.4% |
| 3M | +5.8% | -32.7% | +38.5% | +6.2% |
| 6M | +14.3% | +13.3% | +1.0% | +14.3% |
| YTD | +27.3% | +133.2% | -105.9% | +35.7% |
| All | +33.6% | +345.0% | -311.5% | +49.7% |
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 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