+522.4%
KORU vs ASX
+443.1%
+79.2%
-80.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ASX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | +6.1% | -4.5% | -8.2% |
| 7D | +24.3% | +6.3% | +18.0% | +11.9% |
| 30D | +37.3% | +6.4% | +30.9% | +26.8% |
| 3M | -32.8% | +13.1% | -45.9% | -32.8% |
| 6M | +36.9% | +90.3% | -53.4% | -15.8% |
| YTD | +162.6% | +149.6% | +13.0% | +24.4% |
| 1Y | +467.0% | +249.2% | +217.9% | +90.4% |
| 3Y | +522.4% | +445.9% | +76.5% | +17.4% |
| All | +522.4% | +443.1% | +79.2% | +17.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling