+174.9%
KORU vs DOC
+43.5%
+131.3%
-83.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | DOC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.3% | +3.1% | -8.4% | -6.8% |
| 7D | -24.3% | +8.7% | -33.0% | -27.6% |
| 30D | -54.2% | +7.6% | -61.9% | -56.5% |
| 3M | -45.4% | -5.3% | -40.2% | -44.0% |
| 6M | -66.5% | +27.6% | -94.1% | -73.6% |
| YTD | +14.9% | +32.4% | -17.5% | -10.6% |
| 1Y | +22.5% | +22.9% | -0.3% | +0.1% |
| All | +174.9% | +43.5% | +131.3% | +94.7% |
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