+22.5%
KORU vs DOCN
+110.0%
-87.5%
-83.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DOCN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.3% | -7.2% | +1.9% | +0.7% |
| 7D | -24.3% | -20.0% | -4.3% | -8.2% |
| 30D | -54.2% | -38.8% | -15.4% | -30.6% |
| 3M | -45.4% | -34.8% | -10.6% | -21.6% |
| 6M | -66.5% | -22.8% | -43.7% | -48.1% |
| YTD | +14.9% | +74.6% | -59.7% | +21.4% |
| 1Y | +22.5% | +116.4% | -93.9% | +19.7% |
| All | +22.5% | +110.0% | -87.5% | +19.7% |
Cumulative growth
Daily Returns
Daily percentage return beside DOCN.
Daily Out/Under-Performance
Portfolio return minus DOCN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DOCN 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 DOCN 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