+22.5%
KORU vs ARKK
-5.7%
+28.2%
-83.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ARKK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.3% | +0.1% | -5.3% | -5.4% |
| 7D | -24.3% | -6.7% | -17.6% | -7.8% |
| 30D | -54.2% | -13.4% | -40.8% | -29.8% |
| 3M | -45.4% | +4.7% | -50.2% | -50.7% |
| 6M | -66.5% | +2.7% | -69.2% | -59.0% |
| YTD | +14.9% | +4.5% | +10.4% | +40.2% |
| 1Y | +22.5% | -3.7% | +26.3% | +67.4% |
| All | +22.5% | -5.7% | +28.2% | +67.4% |
Cumulative growth
Daily Returns
Daily percentage return beside ARKK.
Daily Out/Under-Performance
Portfolio return minus ARKK return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ARKK 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 1y: compounded portfolio wealth divided by compounded ARKK 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…
1y analysis · Full analysis span regression · 6 months rolling