+33.3%
KORU vs DKS
+291.1%
-257.7%
-95.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DKS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | +0.7% | +0.8% | +1.1% |
| 7D | +20.1% | -2.9% | +23.0% | +21.7% |
| 30D | +47.5% | -37.7% | +85.2% | +76.3% |
| 3M | -30.1% | -38.9% | +8.9% | -16.6% |
| 6M | +20.1% | -31.1% | +51.2% | +36.1% |
| YTD | +166.6% | -31.8% | +198.4% | +203.7% |
| 1Y | +458.9% | -38.0% | +497.0% | +566.7% |
| 3Y | +531.8% | +28.6% | +503.1% | +397.8% |
| 5Y | +67.7% | +12.5% | +55.1% | +30.7% |
| 10Y | +91.6% | +198.3% | -106.8% | -24.9% |
| All | +33.3% | +291.1% | -257.7% | -57.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling