+221.5%
KO vs KORU
+37.0%
+184.5%
-37.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | KORU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | +1.5% | -2.4% | -1.0% |
| 7D | -0.8% | +20.1% | -20.9% | -1.7% |
| 30D | +0.8% | +47.5% | -46.7% | -1.7% |
| 3M | +8.3% | -30.1% | +38.4% | +6.8% |
| 6M | +14.0% | +20.1% | -6.1% | +3.3% |
| YTD | +26.9% | +166.6% | -139.7% | +6.2% |
| 1Y | +32.7% | +458.9% | -426.3% | +3.1% |
| 3Y | +63.9% | +531.8% | -467.8% | +20.4% |
| 5Y | +81.7% | +67.7% | +14.0% | +45.3% |
| 10Y | +183.0% | +91.6% | +91.5% | +91.7% |
| All | +221.5% | +37.0% | +184.5% | +113.0% |
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