+426.7%
KORU vs DIA
+57.1%
+369.7%
-80.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | DIA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -12.5% | -0.6% | -11.9% | -10.3% |
| 7D | +2.3% | -3.0% | +5.3% | +13.6% |
| 30D | +20.0% | -3.0% | +23.0% | +33.1% |
| 3M | -32.7% | +4.5% | -37.2% | -40.3% |
| 6M | +13.3% | +9.8% | +3.6% | -5.6% |
| YTD | +133.2% | +9.3% | +123.9% | +102.0% |
| 1Y | +357.3% | +16.0% | +341.3% | +241.4% |
| All | +426.7% | +57.1% | +369.7% | +31.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling