+82.9%
KORU vs DIA
+253.8%
-170.9%
-95.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DIA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.0% | +1.0% | +8.0% | +6.3% |
| 7D | -1.7% | -1.6% | -0.2% | +2.9% |
| 30D | +13.5% | -2.0% | +15.6% | +20.3% |
| 3M | -45.2% | +3.6% | -48.8% | -49.4% |
| 6M | +17.1% | +11.5% | +5.6% | -1.8% |
| YTD | +154.1% | +10.4% | +143.8% | +124.5% |
| 1Y | +375.7% | +15.6% | +360.1% | +276.8% |
| 3Y | +474.0% | +58.9% | +415.1% | +115.2% |
| 5Y | +60.4% | +65.3% | -4.9% | -37.5% |
| All | +82.9% | +253.8% | -170.9% | -84.3% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling