-8.2%
KORU vs DOC
+23.5%
-31.6%
-89.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DOC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.3% | +1.8% | +9.5% | +11.1% |
| 7D | -25.8% | +5.9% | -31.7% | -26.1% |
| 30D | -56.9% | +10.3% | -67.2% | -57.4% |
| 3M | -55.7% | -2.2% | -53.5% | -54.6% |
| 6M | -83.7% | +8.2% | -91.9% | -84.6% |
| YTD | -15.3% | +35.4% | -50.6% | -27.1% |
| All | -8.2% | +23.5% | -31.6% | -24.2% |
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