+47.2%
KORU vs DOW
-36.0%
+83.2%
-90.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DOW | Excess | Alpha |
|---|---|---|---|---|
| 1D | -12.5% | +0.8% | -13.3% | -13.0% |
| 7D | +2.3% | -2.4% | +4.7% | +3.4% |
| 30D | +20.0% | -4.1% | +24.1% | +22.2% |
| 3M | -32.7% | -12.4% | -20.3% | -29.2% |
| 6M | +13.3% | -10.6% | +24.0% | +5.7% |
| YTD | +133.2% | +31.1% | +102.1% | +49.0% |
| 1Y | +357.3% | +30.5% | +326.7% | +187.4% |
| 3Y | +452.7% | -34.4% | +487.1% | +615.2% |
| 5Y | +47.2% | -35.5% | +82.7% | +104.0% |
| All | +47.2% | -36.0% | +83.2% | +104.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling