-36.9%
KORU vs DAL
+110.1%
-147.0%
-89.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DAL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.4% | -0.3% | -5.1% | -5.1% |
| 7D | +11.1% | -1.1% | +12.2% | +12.4% |
| 30D | -40.6% | +12.8% | -53.4% | -46.5% |
| 3M | -63.9% | -5.3% | -58.6% | -61.1% |
| 6M | -82.8% | +22.4% | -105.2% | -84.9% |
| YTD | -15.4% | +25.6% | -41.0% | -25.6% |
| 1Y | -3.3% | +45.5% | -48.8% | -24.7% |
| 3Y | +136.2% | +161.0% | -24.8% | -1.1% |
| All | -36.9% | +110.1% | -147.0% | -69.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling