+474.0%
KORU vs DOW
-36.3%
+510.3%
-80.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | DOW | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.0% | -2.1% | +11.0% | +9.6% |
| 7D | -1.7% | -1.4% | -0.3% | -1.4% |
| 30D | +13.5% | -3.9% | +17.5% | +14.7% |
| 3M | -45.2% | -12.7% | -32.5% | -43.1% |
| 6M | +17.1% | -13.7% | +30.8% | +12.3% |
| YTD | +154.1% | +28.4% | +125.8% | +79.5% |
| 1Y | +375.7% | +21.8% | +353.9% | +246.4% |
| 3Y | +474.0% | -35.7% | +509.7% | +617.0% |
| All | +474.0% | -36.3% | +510.3% | +617.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling