-36.9%
KORU vs DOCN
-29.3%
-7.5%
-89.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DOCN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.4% | -4.2% | -1.3% | -3.0% |
| 7D | +11.1% | +19.1% | -8.0% | +0.8% |
| 30D | -40.6% | -21.0% | -19.6% | -28.1% |
| 3M | -63.9% | -34.7% | -29.1% | -51.1% |
| 6M | -82.8% | -45.8% | -37.0% | -72.5% |
| YTD | -15.4% | +79.4% | -94.8% | -23.5% |
| 1Y | -3.3% | +91.0% | -94.3% | -14.6% |
| 3Y | +136.2% | +237.5% | -101.3% | +51.3% |
| All | -36.9% | -29.3% | -7.5% | -50.1% |
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