+47.5%
KORU vs DOCN
+54.1%
-6.6%
-91.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DOCN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +13.4% | +2.8% | +10.6% | +11.9% |
| 7D | +13.0% | +1.1% | +11.9% | +12.4% |
| 30D | +27.3% | -9.6% | +36.9% | +34.8% |
| 3M | -55.3% | -37.7% | -17.6% | -38.8% |
| 6M | +11.6% | +115.2% | -103.6% | -13.4% |
| YTD | +158.5% | +133.7% | +24.8% | +91.0% |
| 1Y | +482.2% | +250.2% | +232.0% | +260.1% |
| 3Y | +471.9% | +320.3% | +151.6% | +205.0% |
| All | +47.5% | +54.1% | -6.6% | -20.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling