+22.5%
KORU vs DOW
+50.2%
-27.7%
-83.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DOW | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.3% | -3.2% | -2.0% | -7.1% |
| 7D | -24.3% | -4.2% | -20.1% | -25.9% |
| 30D | -54.2% | +14.7% | -68.9% | -50.0% |
| 3M | -45.4% | +9.1% | -54.5% | -41.3% |
| 6M | -66.5% | -17.7% | -48.8% | -66.9% |
| YTD | +14.9% | +44.6% | -29.7% | -14.8% |
| 1Y | +22.5% | +51.9% | -29.4% | -10.7% |
| All | +22.5% | +50.2% | -27.7% | -10.7% |
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