+67.7%
KORU vs ARWR
+25.7%
+42.0%
-90.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ARWR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | -2.9% | +4.4% | +2.7% |
| 7D | +20.1% | -3.2% | +23.3% | +21.6% |
| 30D | +47.5% | -6.5% | +53.9% | +51.4% |
| 3M | -30.1% | +12.7% | -42.7% | -32.7% |
| 6M | +20.1% | +36.2% | -16.1% | +9.4% |
| YTD | +166.6% | +24.5% | +142.1% | +148.7% |
| 1Y | +458.9% | +198.0% | +261.0% | +278.4% |
| 3Y | +531.8% | +176.4% | +355.4% | +279.0% |
| 5Y | +67.7% | +26.6% | +41.1% | +21.6% |
| All | +67.7% | +25.7% | +42.0% | +21.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling