+29.3%
KORU vs DIA
+375.8%
-346.5%
-95.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DIA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +13.4% | -0.5% | +14.0% | +14.9% |
| 7D | +13.0% | -0.2% | +13.2% | +13.6% |
| 30D | +27.3% | -1.5% | +28.8% | +32.7% |
| 3M | -55.3% | +3.8% | -59.0% | -57.3% |
| 6M | +11.6% | +10.3% | +1.3% | -2.9% |
| YTD | +158.5% | +12.1% | +146.5% | +119.3% |
| 1Y | +482.2% | +18.6% | +463.5% | +331.5% |
| 3Y | +471.9% | +60.6% | +411.3% | +111.8% |
| 5Y | +41.1% | +64.4% | -23.3% | -43.2% |
| 10Y | +80.2% | +250.1% | -169.9% | -82.8% |
| All | +29.3% | +375.8% | -346.5% | -93.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling