+522.4%
KORU vs DAL
+98.4%
+424.0%
-80.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | DAL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | -1.5% | +3.1% | +2.9% |
| 7D | +24.3% | +3.4% | +20.9% | +20.9% |
| 30D | +37.3% | -13.6% | +50.9% | +56.8% |
| 3M | -32.8% | +1.2% | -34.0% | -32.2% |
| 6M | +36.9% | +34.5% | +2.4% | +15.6% |
| YTD | +162.6% | +14.7% | +148.0% | +145.1% |
| 1Y | +467.0% | +29.2% | +437.8% | +384.6% |
| 3Y | +522.4% | +100.0% | +422.4% | +212.1% |
| All | +522.4% | +98.4% | +424.0% | +212.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling