+482.2%
KORU vs DAL
+32.1%
+450.0%
-80.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DAL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +13.4% | +1.8% | +11.6% | +11.0% |
| 7D | +13.0% | +0.1% | +12.9% | +13.2% |
| 30D | +27.3% | -13.9% | +41.2% | +56.2% |
| 3M | -55.3% | +1.1% | -56.4% | -55.1% |
| 6M | +11.6% | +26.2% | -14.6% | -9.1% |
| YTD | +158.5% | +16.4% | +142.1% | +117.3% |
| 1Y | +482.2% | +33.9% | +448.3% | +339.3% |
| All | +482.2% | +32.1% | +450.0% | +339.3% |
Cumulative growth
Daily Returns
Daily percentage return beside DAL.
Daily Out/Under-Performance
Portfolio return minus DAL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DAL 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 DAL 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