+482.2%
KORU vs DBX
+20.4%
+461.7%
-80.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DBX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +13.4% | -2.4% | +15.9% | +12.1% |
| 7D | +13.0% | -2.4% | +15.4% | +11.4% |
| 30D | +27.3% | -0.5% | +27.8% | +27.5% |
| 3M | -55.3% | +28.1% | -83.3% | -47.9% |
| 6M | +11.6% | +33.1% | -21.5% | +28.4% |
| YTD | +158.5% | +25.3% | +133.3% | +199.2% |
| 1Y | +482.2% | +18.3% | +463.8% | +584.2% |
| All | +482.2% | +20.4% | +461.7% | +584.2% |
Cumulative growth
Daily Returns
Daily percentage return beside DBX.
Daily Out/Under-Performance
Portfolio return minus DBX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DBX 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 1y: compounded portfolio wealth divided by compounded DBX 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…
1y analysis · Full analysis span regression · 6 months rolling