+482.2%
KORU vs D
+15.7%
+466.5%
-80.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | D | Excess | Alpha |
|---|---|---|---|---|
| 1D | +13.4% | -1.4% | +14.9% | +12.5% |
| 7D | +13.0% | +0.4% | +12.6% | +13.4% |
| 30D | +27.3% | -3.6% | +30.8% | +24.3% |
| 3M | -55.3% | -1.0% | -54.3% | -55.4% |
| 6M | +11.6% | +6.3% | +5.3% | +13.0% |
| YTD | +158.5% | +14.7% | +143.8% | +174.8% |
| 1Y | +482.2% | +16.9% | +465.2% | +553.0% |
| All | +482.2% | +15.7% | +466.5% | +553.0% |
Cumulative growth
Daily Returns
Daily percentage return beside D.
Daily Out/Under-Performance
Portfolio return minus D return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × D 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 D 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