+56.9%
KORU vs DKS
+13.6%
+43.3%
-90.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DKS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.0% | +1.4% | +7.6% | +8.4% |
| 7D | -1.7% | -3.0% | +1.3% | -0.5% |
| 30D | +13.5% | -33.4% | +46.9% | +30.5% |
| 3M | -45.2% | -39.4% | -5.8% | -35.2% |
| 6M | +17.1% | -30.1% | +47.2% | +30.7% |
| YTD | +154.1% | -31.0% | +185.1% | +185.5% |
| 1Y | +375.7% | -40.2% | +415.8% | +471.8% |
| 3Y | +474.0% | +30.9% | +443.1% | +353.0% |
| All | +56.9% | +13.6% | +43.3% | +15.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling