+522.4%
KORU vs ARWR
+181.4%
+341.0%
-80.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ARWR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | -1.4% | +3.0% | +2.1% |
| 7D | +24.3% | +2.9% | +21.4% | +23.0% |
| 30D | +37.3% | -2.9% | +40.2% | +38.9% |
| 3M | -32.8% | +15.2% | -48.0% | -35.8% |
| 6M | +36.9% | +42.3% | -5.4% | +23.5% |
| YTD | +162.6% | +28.2% | +134.4% | +143.0% |
| 1Y | +467.0% | +213.2% | +253.8% | +294.5% |
| 3Y | +522.4% | +184.6% | +337.7% | +282.6% |
| All | +522.4% | +181.4% | +341.0% | +282.6% |
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