-8.2%
KORU vs DOCS
-39.1%
+31.0%
-89.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DOCS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.3% | +1.1% | +10.2% | +11.5% |
| 7D | -25.8% | 0.0% | -25.8% | -25.9% |
| 30D | -56.9% | +7.8% | -64.7% | -56.3% |
| 3M | -55.7% | +20.0% | -75.7% | -53.6% |
| 6M | -83.7% | +26.5% | -110.2% | -81.9% |
| YTD | -15.3% | -25.8% | +10.5% | -12.3% |
| All | -8.2% | -39.1% | +31.0% | -6.9% |
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