+22.5%
KORU vs DOCS
-47.4%
+70.0%
-83.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DOCS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.3% | +6.3% | -11.6% | -4.2% |
| 7D | -24.3% | +1.2% | -25.5% | -24.1% |
| 30D | -54.2% | +21.3% | -75.5% | -52.4% |
| 3M | -45.4% | +58.4% | -103.8% | -40.6% |
| 6M | -66.5% | +39.3% | -105.7% | -62.7% |
| YTD | +14.9% | -21.7% | +36.6% | +26.9% |
| 1Y | +22.5% | -47.3% | +69.9% | +45.5% |
| All | +22.5% | -47.4% | +70.0% | +45.5% |
Cumulative growth
Daily Returns
Daily percentage return beside DOCS.
Daily Out/Under-Performance
Portfolio return minus DOCS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DOCS 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 DOCS 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