+22.5%
KORU vs COO
-7.7%
+30.2%
-83.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | COO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.3% | +5.9% | -11.2% | -3.3% |
| 7D | -24.3% | +8.4% | -32.7% | -22.1% |
| 30D | -54.2% | +13.5% | -67.7% | -52.1% |
| 3M | -45.4% | -13.8% | -31.7% | -47.0% |
| 6M | -66.5% | +4.7% | -71.2% | -68.2% |
| YTD | +14.9% | -21.4% | +36.3% | +64.3% |
| 1Y | +22.5% | -6.7% | +29.3% | +61.5% |
| All | +22.5% | -7.7% | +30.2% | +61.5% |
Cumulative growth
Daily Returns
Daily percentage return beside COO.
Daily Out/Under-Performance
Portfolio return minus COO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × COO 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 COO 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