+482.2%
KORU vs DRI
+6.9%
+475.2%
-80.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DRI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +13.4% | -0.5% | +14.0% | +13.5% |
| 7D | +13.0% | +0.6% | +12.4% | +12.9% |
| 30D | +27.3% | +3.8% | +23.4% | +27.2% |
| 3M | -55.3% | +13.0% | -68.3% | -56.1% |
| 6M | +11.6% | +8.3% | +3.3% | +10.7% |
| YTD | +158.5% | +20.6% | +137.9% | +145.7% |
| 1Y | +482.2% | +6.5% | +475.7% | +479.0% |
| All | +482.2% | +6.9% | +475.2% | +479.0% |
Cumulative growth
Daily Returns
Daily percentage return beside DRI.
Daily Out/Under-Performance
Portfolio return minus DRI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DRI 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 DRI 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