+422.7%
KORU vs COO
-6.9%
+429.6%
-80.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | COO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | -6.2% | +7.7% | -0.3% |
| 7D | +20.1% | -9.0% | +29.1% | +16.9% |
| 30D | +47.5% | -16.8% | +64.3% | +40.1% |
| 3M | -30.1% | -7.5% | -22.6% | -32.7% |
| 6M | +20.1% | -16.3% | +36.4% | +41.7% |
| YTD | +166.6% | -22.5% | +189.1% | +234.0% |
| All | +422.7% | -6.9% | +429.6% | +504.5% |
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