-55.3%
KORU vs ASX
+1,695.7%
-1,750.9%
-95.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ASX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.9% | -4.0% | -0.9% | 0.0% |
| 7D | +24.3% | +22.1% | +2.2% | -2.2% |
| 30D | -44.8% | -23.8% | -21.1% | -16.3% |
| 3M | -60.0% | -7.6% | -52.4% | -49.9% |
| 6M | -78.7% | +6.9% | -85.6% | -71.0% |
| YTD | -10.6% | +127.7% | -138.2% | -39.2% |
| 1Y | -3.8% | +144.5% | -148.3% | -38.9% |
| 3Y | +142.0% | +377.8% | -235.8% | -21.0% |
| 5Y | -33.1% | +498.2% | -531.3% | -81.7% |
| 10Y | -18.5% | +962.7% | -981.2% | -86.3% |
| All | -55.3% | +1,695.7% | -1,750.9% | -96.0% |
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