+65.2%
KORU vs ASX
+469.8%
-404.6%
-90.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ASX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | +6.1% | -4.5% | -7.2% |
| 7D | +24.3% | +6.3% | +18.0% | +13.1% |
| 30D | +37.3% | +6.4% | +30.9% | +28.0% |
| 3M | -32.8% | +13.1% | -45.9% | -31.9% |
| 6M | +36.9% | +90.3% | -53.4% | -12.6% |
| YTD | +162.6% | +149.6% | +13.0% | +28.1% |
| 1Y | +467.0% | +249.2% | +217.9% | +93.9% |
| 3Y | +522.4% | +445.9% | +76.5% | +25.0% |
| All | +65.2% | +469.8% | -404.6% | -69.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling