+85.1%
KORU vs DOW
-15.4%
+100.5%
-94.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DOW | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | +0.4% | +1.1% | +1.2% |
| 7D | +24.3% | -2.9% | +27.2% | +26.6% |
| 30D | +37.3% | +2.0% | +35.4% | +34.1% |
| 3M | -32.8% | -12.5% | -20.3% | -29.0% |
| 6M | +36.9% | -9.2% | +46.1% | +26.5% |
| YTD | +162.6% | +30.8% | +131.8% | +67.0% |
| 1Y | +467.0% | +29.4% | +437.6% | +255.8% |
| 3Y | +522.4% | -34.6% | +556.9% | +637.4% |
| 5Y | +57.9% | -35.9% | +93.8% | +99.4% |
| All | +85.1% | -15.4% | +100.5% | +67.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling