+482.2%
KORU vs DIA
+19.6%
+462.6%
-80.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DIA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +13.4% | -0.5% | +14.0% | +16.3% |
| 7D | +13.0% | -0.2% | +13.2% | +13.9% |
| 30D | +27.3% | -1.5% | +28.8% | +38.2% |
| 3M | -55.3% | +3.8% | -59.0% | -61.1% |
| 6M | +11.6% | +10.3% | +1.3% | -26.9% |
| YTD | +158.5% | +12.1% | +146.5% | +62.5% |
| 1Y | +482.2% | +18.6% | +463.5% | +232.8% |
| All | +482.2% | +19.6% | +462.6% | +232.8% |
Cumulative growth
Daily Returns
Daily percentage return beside DIA.
Daily Out/Under-Performance
Portfolio return minus DIA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DIA 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 DIA 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