+162.6%
KORU vs ARWR
+85.8%
+76.8%
-89.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ARWR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +18.4% | +0.7% | +17.7% | +18.1% |
| 7D | -18.1% | -19.9% | +1.8% | -9.9% |
| 30D | -45.7% | -18.7% | -27.0% | -40.5% |
| 3M | -51.6% | -44.7% | -6.9% | -38.0% |
| 6M | -82.6% | -36.5% | -46.1% | -78.6% |
| YTD | -5.9% | -25.7% | +19.7% | +9.4% |
| 1Y | +3.3% | +18.9% | -15.7% | +2.4% |
| All | +162.6% | +85.8% | +76.8% | +102.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling