+29.3%
KORU vs ASX
+1,756.0%
-1,726.7%
-95.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ASX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +13.4% | +0.2% | +13.2% | +13.2% |
| 7D | +13.0% | -0.7% | +13.7% | +13.7% |
| 30D | +27.3% | +2.0% | +25.3% | +27.1% |
| 3M | -55.3% | -1.3% | -53.9% | -42.0% |
| 6M | +11.6% | +71.4% | -59.8% | -12.9% |
| YTD | +158.5% | +135.3% | +23.2% | +51.1% |
| 1Y | +482.2% | +267.5% | +214.7% | +118.6% |
| 3Y | +471.9% | +388.5% | +83.4% | +62.9% |
| 5Y | +41.1% | +417.1% | -376.0% | -60.7% |
| 10Y | +80.2% | +872.7% | -792.6% | -71.5% |
| All | +29.3% | +1,756.0% | -1,726.7% | -90.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling