+29.3%
KORU vs ARWR
+4,195.5%
-4,166.2%
-95.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ARWR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +13.4% | -0.2% | +13.6% | +13.5% |
| 7D | +13.0% | +1.7% | +11.3% | +12.5% |
| 30D | +27.3% | -0.7% | +27.9% | +27.6% |
| 3M | -55.3% | +14.9% | -70.2% | -56.3% |
| 6M | +11.6% | +32.6% | -21.0% | +5.9% |
| YTD | +158.5% | +30.0% | +128.5% | +145.4% |
| 1Y | +482.2% | +208.4% | +273.8% | +346.5% |
| 3Y | +471.9% | +208.8% | +263.1% | +305.6% |
| 5Y | +41.1% | +27.8% | +13.3% | +16.5% |
| 10Y | +80.2% | +1,107.6% | -1,027.4% | -9.8% |
| All | +29.3% | +4,195.5% | -4,166.2% | -57.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling