+47.2%
KORU vs A
-16.6%
+63.8%
-90.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | A | Excess | Alpha |
|---|---|---|---|---|
| 1D | -12.5% | -1.1% | -11.4% | -11.3% |
| 7D | +2.3% | -4.6% | +6.9% | +7.5% |
| 30D | +20.0% | -4.3% | +24.3% | +26.3% |
| 3M | -32.7% | +8.9% | -41.7% | -38.4% |
| 6M | +13.3% | +24.5% | -11.2% | -8.1% |
| YTD | +133.2% | +5.8% | +127.4% | +121.9% |
| 1Y | +357.3% | +16.2% | +341.0% | +290.5% |
| 3Y | +452.7% | +28.5% | +424.2% | +315.6% |
| 5Y | +47.2% | -16.3% | +63.5% | +61.5% |
| All | +47.2% | -16.6% | +63.8% | +61.5% |
Cumulative growth
Daily Returns
Daily percentage return beside A.
Daily Out/Under-Performance
Portfolio return minus A return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × A 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 A 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