+82.1%
KORU vs DOCS
+47.6%
+34.5%
-89.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | DOCS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.8% | -2.0% | +7.8% | +6.0% |
| 7D | -35.0% | -0.8% | -34.2% | -34.8% |
| 30D | -65.5% | +17.4% | -82.9% | -65.8% |
| 3M | -58.9% | +57.4% | -116.3% | -60.5% |
| 6M | -83.5% | +26.5% | -110.1% | -83.9% |
| YTD | -23.9% | -26.6% | +2.7% | -19.2% |
| 1Y | -12.4% | -48.1% | +35.6% | -0.5% |
| 3Y | +82.1% | +52.6% | +29.5% | +60.2% |
| All | +82.1% | +47.6% | +34.5% | +60.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling