+67.9%
KORU vs ARWR
+1,080.6%
-1,012.7%
-95.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ARWR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -12.5% | +0.2% | -12.7% | -12.6% |
| 7D | +2.3% | -4.3% | +6.6% | +3.6% |
| 30D | +20.0% | -7.3% | +27.3% | +22.7% |
| 3M | -32.7% | +17.0% | -49.7% | -35.4% |
| 6M | +13.3% | +39.8% | -26.5% | +4.9% |
| YTD | +133.2% | +24.7% | +108.6% | +121.8% |
| 1Y | +357.3% | +186.5% | +170.8% | +242.2% |
| 3Y | +452.7% | +176.8% | +275.9% | +279.1% |
| 5Y | +47.2% | +29.3% | +17.9% | +16.6% |
| All | +67.9% | +1,080.6% | -1,012.7% | -4.3% |
Cumulative growth
Daily Returns
Daily percentage return beside ARWR.
Daily Out/Under-Performance
Portfolio return minus ARWR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ARWR 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 10y: compounded portfolio wealth divided by compounded ARWR 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…
10y analysis · Full analysis span regression · 6 months rolling