+22.5%
KORU vs ASX
+144.4%
-121.9%
-83.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ASX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.3% | -3.9% | -1.3% | +3.0% |
| 7D | -24.3% | -14.6% | -9.7% | +4.9% |
| 30D | -54.2% | -21.1% | -33.1% | -24.4% |
| 3M | -45.4% | -3.1% | -42.4% | -41.0% |
| 6M | -66.5% | +17.4% | -83.8% | -67.1% |
| YTD | +14.9% | +135.3% | -120.4% | -65.9% |
| 1Y | +22.5% | +146.5% | -124.0% | -65.9% |
| All | +22.5% | +144.4% | -121.9% | -65.9% |
Cumulative growth
Daily Returns
Daily percentage return beside ASX.
Daily Out/Under-Performance
Portfolio return minus ASX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ASX 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 1y: compounded portfolio wealth divided by compounded ASX 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…
1y analysis · Full analysis span regression · 6 months rolling