+29.3%
KORU vs DAL
+526.7%
-497.4%
-95.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DAL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +13.4% | +1.8% | +11.6% | +12.0% |
| 7D | +13.0% | +0.1% | +12.9% | +13.2% |
| 30D | +27.3% | -13.9% | +41.2% | +43.9% |
| 3M | -55.3% | +1.1% | -56.4% | -55.0% |
| 6M | +11.6% | +26.2% | -14.6% | -0.6% |
| YTD | +158.5% | +16.4% | +142.1% | +141.5% |
| 1Y | +482.2% | +33.9% | +448.3% | +387.2% |
| 3Y | +471.9% | +93.4% | +378.5% | +241.5% |
| 5Y | +41.1% | +106.4% | -65.2% | -20.8% |
| 10Y | +80.2% | +143.0% | -62.8% | -1.9% |
| All | +29.3% | +526.7% | -497.4% | -44.2% |
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