-55.3%
KORU vs DAR
+216.9%
-272.1%
-95.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DAR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.9% | +2.2% | -7.1% | -6.4% |
| 7D | +24.3% | +9.2% | +15.2% | +17.6% |
| 30D | -44.8% | -12.3% | -32.6% | -38.6% |
| 3M | -60.0% | -12.7% | -47.3% | -56.1% |
| 6M | -78.7% | -12.8% | -65.9% | -76.6% |
| YTD | -10.6% | +53.8% | -64.3% | -34.6% |
| 1Y | -3.8% | +60.3% | -64.1% | -32.1% |
| 3Y | +142.0% | +31.7% | +110.2% | +76.5% |
| 5Y | -33.1% | -27.7% | -5.3% | -24.1% |
| 10Y | -18.5% | +309.8% | -328.2% | -72.6% |
| All | -55.3% | +216.9% | -272.1% | -84.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling