+133.8%
KORU vs DOCS
+55.4%
+78.3%
-89.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | DOCS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.3% | +1.1% | +10.2% | +11.2% |
| 7D | -25.8% | 0.0% | -25.8% | -25.7% |
| 30D | -56.9% | +7.8% | -64.7% | -57.0% |
| 3M | -55.7% | +20.0% | -75.7% | -56.2% |
| 6M | -83.7% | +26.5% | -110.2% | -84.0% |
| YTD | -15.3% | -25.8% | +10.5% | -10.2% |
| 1Y | +3.4% | -39.5% | +42.8% | +13.7% |
| 3Y | +133.8% | +60.3% | +73.4% | +108.1% |
| All | +133.8% | +55.4% | +78.3% | +108.1% |
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