+22.5%
KORU vs D
+23.9%
-1.4%
-83.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | D | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.3% | +4.4% | -9.7% | -1.1% |
| 7D | -24.3% | +8.5% | -32.8% | -17.8% |
| 30D | -54.2% | +14.3% | -68.5% | -48.1% |
| 3M | -45.4% | +1.8% | -47.2% | -42.2% |
| 6M | -66.5% | +13.0% | -79.5% | -63.3% |
| YTD | +14.9% | +22.7% | -7.9% | +29.7% |
| 1Y | +22.5% | +22.6% | -0.1% | +38.9% |
| All | +22.5% | +23.9% | -1.4% | +38.9% |
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