+485.3%
KORU vs DOCN
+324.7%
+160.6%
-80.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | DOCN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +13.4% | +2.8% | +10.6% | +11.6% |
| 7D | +13.0% | +1.1% | +11.9% | +12.2% |
| 30D | +27.3% | -9.6% | +36.9% | +36.2% |
| 3M | -55.3% | -37.7% | -17.6% | -36.0% |
| 6M | +11.6% | +115.2% | -103.6% | -14.1% |
| YTD | +158.5% | +133.7% | +24.8% | +87.8% |
| 1Y | +482.2% | +250.2% | +232.0% | +247.9% |
| All | +485.3% | +324.7% | +160.6% | +189.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling