+67.7%
KORU vs ALL
+115.1%
-47.4%
-90.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ALL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | 0.0% | +1.5% | +1.5% |
| 7D | +20.1% | -2.2% | +22.3% | +19.8% |
| 30D | +47.5% | -5.6% | +53.0% | +46.9% |
| 3M | -30.1% | +17.2% | -47.3% | -31.4% |
| 6M | +20.1% | +23.2% | -3.1% | +14.6% |
| YTD | +166.6% | +23.6% | +143.0% | +152.6% |
| 1Y | +458.9% | +29.2% | +429.8% | +415.5% |
| 3Y | +531.8% | +153.8% | +377.9% | +302.8% |
| 5Y | +67.7% | +116.1% | -48.4% | +20.3% |
| All | +67.7% | +115.1% | -47.4% | +20.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling