-60.3%
KORU vs DAL
+622.8%
-683.1%
-95.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DAL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.2% | +0.4% | -6.7% | -6.6% |
| 7D | -34.5% | +10.7% | -45.2% | -38.8% |
| 30D | -59.6% | +12.5% | -72.1% | -62.8% |
| 3M | -56.1% | +3.6% | -59.7% | -56.2% |
| 6M | -84.7% | +26.7% | -111.4% | -86.7% |
| YTD | -20.6% | +34.3% | -54.8% | -32.3% |
| 1Y | -13.9% | +59.1% | -73.0% | -35.6% |
| 3Y | +114.9% | +179.9% | -65.0% | -1.4% |
| 5Y | -36.0% | +119.1% | -155.1% | -64.5% |
| 10Y | -27.8% | +125.6% | -153.5% | -60.2% |
| All | -60.3% | +622.8% | -683.1% | -84.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling