+375.7%
KORU vs DKS
-38.6%
+414.3%
-80.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DKS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.0% | +2.4% | +6.6% | +8.5% |
| 7D | -1.7% | -2.0% | +0.3% | -1.3% |
| 30D | +13.5% | -32.7% | +46.3% | +26.6% |
| 3M | -45.2% | -38.8% | -6.4% | -36.4% |
| 6M | +17.1% | -29.4% | +46.6% | +24.1% |
| YTD | +154.1% | -30.3% | +184.4% | +171.5% |
| 1Y | +375.7% | -39.6% | +415.3% | +433.9% |
| All | +375.7% | -38.6% | +414.3% | +433.9% |
Cumulative growth
Daily Returns
Daily percentage return beside DKS.
Daily Out/Under-Performance
Portfolio return minus DKS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DKS 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 DKS 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