+485.3%
KORU vs DOCS
+9.5%
+475.9%
-80.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | DOCS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +13.4% | -2.8% | +16.2% | +13.7% |
| 7D | +13.0% | -1.4% | +14.4% | +13.1% |
| 30D | +27.3% | +21.8% | +5.5% | +24.1% |
| 3M | -55.3% | +27.3% | -82.6% | -56.9% |
| 6M | +11.6% | -0.3% | +11.9% | +10.8% |
| YTD | +158.5% | -40.5% | +199.0% | +179.5% |
| 1Y | +482.2% | -61.5% | +543.7% | +592.9% |
| All | +485.3% | +9.5% | +475.9% | +423.1% |
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