+522.4%
KORU vs ALL
+150.3%
+372.1%
-80.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ALL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | -2.4% | +3.9% | -0.2% |
| 7D | +24.3% | -1.7% | +26.0% | +22.8% |
| 30D | +37.3% | -4.7% | +42.0% | +34.3% |
| 3M | -32.8% | +18.4% | -51.2% | -24.4% |
| 6M | +36.9% | +20.5% | +16.4% | +55.6% |
| YTD | +162.6% | +23.5% | +139.1% | +198.1% |
| 1Y | +467.0% | +29.0% | +438.0% | +537.6% |
| 3Y | +522.4% | +153.7% | +368.7% | +435.6% |
| All | +522.4% | +150.3% | +372.1% | +435.6% |
Cumulative growth
Daily Returns
Daily percentage return beside ALL.
Daily Out/Under-Performance
Portfolio return minus ALL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ALL 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 3y: compounded portfolio wealth divided by compounded ALL 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…
3y analysis · Full analysis span regression · 6 months rolling