-3.8%
KORU vs COMP
+6.6%
-10.4%
-89.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | COMP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.9% | -2.1% | -2.8% | -3.4% |
| 7D | +24.3% | +8.9% | +15.5% | +17.6% |
| 30D | -44.8% | +14.0% | -58.8% | -49.3% |
| 3M | -60.0% | -21.1% | -38.9% | -52.4% |
| 6M | -78.7% | +20.1% | -98.8% | -82.1% |
| YTD | -10.6% | -5.0% | -5.5% | -24.7% |
| 1Y | -3.8% | +5.7% | -9.5% | -21.2% |
| All | -3.8% | +6.6% | -10.4% | -21.2% |
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