+482.2%
KORU vs DOC
+23.9%
+458.3%
-80.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DOC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +13.4% | -1.8% | +15.2% | +14.0% |
| 7D | +13.0% | -1.5% | +14.5% | +13.5% |
| 30D | +27.3% | -4.8% | +32.0% | +29.3% |
| 3M | -55.3% | +6.9% | -62.2% | -58.4% |
| 6M | +11.6% | +20.7% | -9.1% | -5.5% |
| YTD | +158.5% | +34.1% | +124.4% | +112.2% |
| 1Y | +482.2% | +22.6% | +459.5% | +410.6% |
| All | +482.2% | +23.9% | +458.3% | +410.6% |
Cumulative growth
Daily Returns
Daily percentage return beside DOC.
Daily Out/Under-Performance
Portfolio return minus DOC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DOC 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 DOC 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