+114.9%
KORU vs DAL
+183.7%
-68.8%
-89.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | DAL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.2% | +0.4% | -6.7% | -6.7% |
| 7D | -34.5% | +10.7% | -45.2% | -39.4% |
| 30D | -59.6% | +12.5% | -72.1% | -63.2% |
| 3M | -56.1% | +3.6% | -59.7% | -56.4% |
| 6M | -84.7% | +26.7% | -111.4% | -86.9% |
| YTD | -20.6% | +34.3% | -54.8% | -34.1% |
| 1Y | -13.9% | +59.1% | -73.0% | -36.6% |
| 3Y | +114.9% | +179.9% | -65.0% | -15.9% |
| All | +114.9% | +183.7% | -68.8% | -15.9% |
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