+22.5%
KORU vs DIA
+15.0%
+7.6%
-83.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DIA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.3% | +3.1% | -8.4% | -21.5% |
| 7D | -24.3% | +1.6% | -25.9% | -31.3% |
| 30D | -54.2% | +4.1% | -58.3% | -64.5% |
| 3M | -45.4% | -1.0% | -44.4% | -42.5% |
| 6M | -66.5% | +9.7% | -76.1% | -78.9% |
| YTD | +14.9% | +12.2% | +2.7% | -31.7% |
| 1Y | +22.5% | +14.9% | +7.7% | -32.5% |
| All | +22.5% | +15.0% | +7.6% | -32.5% |
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