+375.7%
KORU vs DG
+19.2%
+356.5%
-80.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.0% | +1.3% | +7.7% | +8.7% |
| 7D | -1.7% | -6.5% | +4.8% | -0.6% |
| 30D | +13.5% | +4.2% | +9.4% | +12.3% |
| 3M | -45.2% | +9.5% | -54.7% | -49.5% |
| 6M | +17.1% | -13.1% | +30.3% | +21.7% |
| YTD | +154.1% | -4.8% | +159.0% | +163.9% |
| 1Y | +375.7% | +20.6% | +355.1% | +382.8% |
| All | +375.7% | +19.2% | +356.5% | +382.8% |
Cumulative growth
Daily Returns
Daily percentage return beside DG.
Daily Out/Under-Performance
Portfolio return minus DG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DG 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 DG 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