-16.2%
KORU vs ARWR
+1,009.4%
-1,025.6%
-95.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ARWR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.9% | -4.5% | -0.4% | -3.6% |
| 7D | +24.3% | -17.9% | +42.3% | +30.8% |
| 30D | -44.8% | -18.9% | -25.9% | -41.0% |
| 3M | -60.0% | -46.0% | -14.1% | -51.6% |
| 6M | -78.7% | -40.3% | -38.3% | -74.6% |
| YTD | -10.6% | -29.0% | +18.4% | +1.5% |
| 1Y | -3.8% | +13.8% | -17.6% | -5.1% |
| 3Y | +142.0% | +74.9% | +67.1% | +94.1% |
| 5Y | -33.1% | -36.2% | +3.1% | -34.4% |
| All | -16.2% | +1,009.4% | -1,025.6% | -49.1% |
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