+14.1%
KORU vs DOCS
-36.0%
+50.1%
-93.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DOCS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +13.4% | -2.8% | +16.2% | +14.0% |
| 7D | +13.0% | -1.4% | +14.4% | +13.3% |
| 30D | +27.3% | +21.8% | +5.5% | +20.9% |
| 3M | -55.3% | +27.3% | -82.6% | -58.4% |
| 6M | +11.6% | -0.3% | +11.9% | +8.0% |
| YTD | +158.5% | -40.5% | +199.0% | +178.8% |
| 1Y | +482.2% | -61.5% | +543.7% | +602.4% |
| 3Y | +471.9% | +8.2% | +463.7% | +382.4% |
| 5Y | +41.1% | -73.4% | +114.6% | +38.8% |
| All | +14.1% | -36.0% | +50.1% | +10.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling