-36.9%
KORU vs ALL
+161.6%
-198.5%
-89.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ALL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.4% | +0.4% | -5.8% | -5.3% |
| 7D | +11.1% | +5.0% | +6.1% | +12.6% |
| 30D | -40.6% | +13.3% | -53.9% | -38.6% |
| 3M | -63.9% | +3.2% | -67.1% | -63.1% |
| 6M | -82.8% | +25.3% | -108.2% | -82.9% |
| YTD | -15.4% | +30.5% | -45.9% | -17.3% |
| 1Y | -3.3% | +29.2% | -32.5% | -5.2% |
| 3Y | +136.2% | +119.1% | +17.1% | +74.8% |
| All | -36.9% | +161.6% | -198.5% | -58.4% |
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