-33.1%
KORU vs DAR
-29.6%
-3.5%
-89.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DAR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.9% | +2.2% | -7.1% | -6.2% |
| 7D | +24.3% | +9.2% | +15.2% | +18.4% |
| 30D | -44.8% | -12.3% | -32.6% | -39.6% |
| 3M | -60.0% | -12.7% | -47.3% | -56.7% |
| 6M | -78.7% | -12.8% | -65.9% | -76.9% |
| YTD | -10.6% | +53.8% | -64.3% | -31.9% |
| 1Y | -3.8% | +60.3% | -64.1% | -28.9% |
| 3Y | +142.0% | +31.7% | +110.2% | +84.7% |
| 5Y | -33.1% | -27.7% | -5.3% | -17.3% |
| All | -33.1% | -29.6% | -3.5% | -17.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling