+502.1%
KORU vs DAR
+9.6%
+492.6%
-80.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | DAR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | +0.6% | +0.9% | +1.2% |
| 7D | +20.1% | -0.2% | +20.3% | +20.1% |
| 30D | +47.5% | +7.4% | +40.0% | +42.2% |
| 3M | -30.1% | +15.7% | -45.7% | -35.3% |
| 6M | +20.1% | +30.0% | -9.9% | +5.1% |
| YTD | +166.6% | +87.5% | +79.1% | +98.8% |
| 1Y | +458.9% | +113.4% | +345.6% | +291.3% |
| All | +502.1% | +9.6% | +492.6% | +455.1% |
Cumulative growth
Daily Returns
Daily percentage return beside DAR.
Daily Out/Under-Performance
Portfolio return minus DAR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DAR 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 DAR 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