+136.2%
KORU vs DOCS
+39.4%
+96.8%
-89.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | DOCS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.4% | +0.4% | -5.8% | -5.5% |
| 7D | +11.1% | +2.6% | +8.6% | +10.9% |
| 30D | -40.6% | +11.4% | -52.0% | -40.9% |
| 3M | -63.9% | +25.4% | -89.3% | -64.4% |
| 6M | -82.8% | +42.5% | -125.4% | -83.4% |
| YTD | -15.4% | -24.7% | +9.3% | -10.2% |
| 1Y | -3.3% | -32.9% | +29.7% | +4.7% |
| 3Y | +136.2% | +39.6% | +96.5% | +109.7% |
| All | +136.2% | +39.4% | +96.8% | +109.7% |
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