+482.2%
KORU vs DOW
+30.0%
+452.1%
-80.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DOW | Excess | Alpha |
|---|---|---|---|---|
| 1D | +13.4% | -3.0% | +16.5% | +12.6% |
| 7D | +13.0% | -2.4% | +15.4% | +12.3% |
| 30D | +27.3% | +0.4% | +26.9% | +27.9% |
| 3M | -55.3% | -14.4% | -40.9% | -55.6% |
| 6M | +11.6% | -7.0% | +18.6% | +1.7% |
| YTD | +158.5% | +30.2% | +128.3% | +92.9% |
| 1Y | +482.2% | +29.2% | +452.9% | +334.9% |
| All | +482.2% | +30.0% | +452.1% | +334.9% |
Cumulative growth
Daily Returns
Daily percentage return beside DOW.
Daily Out/Under-Performance
Portfolio return minus DOW return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DOW 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 1y: compounded portfolio wealth divided by compounded DOW 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…
1y analysis · Full analysis span regression · 6 months rolling