+41.1%
KORU vs DOCN
+171.0%
-129.9%
-93.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DOCN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +13.4% | +2.8% | +10.6% | +12.0% |
| 7D | +13.0% | +1.1% | +11.9% | +12.4% |
| 30D | +27.3% | -9.6% | +36.9% | +34.5% |
| 3M | -55.3% | -37.7% | -17.6% | -39.8% |
| 6M | +11.6% | +115.2% | -103.6% | -11.7% |
| YTD | +158.5% | +133.7% | +24.8% | +95.5% |
| 1Y | +482.2% | +250.2% | +232.0% | +273.4% |
| 3Y | +471.9% | +320.3% | +151.6% | +222.0% |
| 5Y | +41.1% | +53.1% | -12.0% | -6.3% |
| All | +41.1% | +171.0% | -129.9% | -11.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling