+482.2%
KORU vs ASX
+272.9%
+209.2%
-80.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ASX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +13.4% | +0.2% | +13.2% | +13.0% |
| 7D | +13.0% | -0.7% | +13.7% | +14.1% |
| 30D | +27.3% | +2.0% | +25.3% | +25.0% |
| 3M | -55.3% | -1.3% | -53.9% | -39.2% |
| 6M | +11.6% | +71.4% | -59.8% | -35.6% |
| YTD | +158.5% | +135.3% | +23.2% | +7.9% |
| 1Y | +482.2% | +267.5% | +214.7% | +74.4% |
| All | +482.2% | +272.9% | +209.2% | +74.4% |
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