-12.4%
KORU vs COMP
+16.2%
-28.6%
-89.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | COMP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.8% | +10.7% | -4.9% | -1.6% |
| 7D | -35.0% | +13.4% | -48.4% | -39.0% |
| 30D | -65.5% | +11.1% | -76.6% | -67.9% |
| 3M | -58.9% | -18.8% | -40.1% | -52.3% |
| 6M | -83.5% | +10.5% | -94.0% | -85.1% |
| YTD | -23.9% | -3.4% | -20.5% | -36.8% |
| 1Y | -12.4% | +19.7% | -32.1% | -33.9% |
| All | -12.4% | +16.2% | -28.6% | -33.9% |
Cumulative growth
Daily Returns
Daily percentage return beside COMP.
Daily Out/Under-Performance
Portfolio return minus COMP return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × COMP 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 1y: compounded portfolio wealth divided by compounded COMP 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…
1y analysis · Full analysis span regression · 6 months rolling