+485.3%
KORU vs DOC
+20.8%
+464.6%
-80.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | DOC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +13.4% | -1.8% | +15.2% | +14.6% |
| 7D | +13.0% | -1.5% | +14.5% | +13.9% |
| 30D | +27.3% | -4.8% | +32.0% | +31.4% |
| 3M | -55.3% | +6.9% | -62.2% | -59.0% |
| 6M | +11.6% | +20.7% | -9.1% | -6.7% |
| YTD | +158.5% | +34.1% | +124.4% | +99.0% |
| 1Y | +482.2% | +22.6% | +459.5% | +376.2% |
| All | +485.3% | +20.8% | +464.6% | +363.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling