-82.8%
KORU vs ASX
+2.6%
-85.4%
-89.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | ASX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.4% | -2.0% | -3.4% | -1.4% |
| 7D | +11.1% | +12.4% | -1.3% | -11.9% |
| 30D | -40.6% | -19.8% | -20.8% | -2.4% |
| 3M | -63.9% | -10.3% | -53.6% | -52.2% |
| 6M | -82.8% | +1.2% | -84.0% | -78.3% |
| All | -82.8% | +2.6% | -85.4% | -78.3% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling