+22.5%
KORU vs DRI
+34.0%
-11.5%
-83.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DRI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.3% | +5.1% | -10.4% | -4.7% |
| 7D | -24.3% | +6.5% | -30.8% | -23.8% |
| 30D | -54.2% | +16.4% | -70.6% | -54.0% |
| 3M | -45.4% | +13.6% | -59.1% | -44.8% |
| 6M | -66.5% | +22.0% | -88.5% | -67.0% |
| YTD | +14.9% | +29.3% | -14.4% | +9.2% |
| 1Y | +22.5% | +32.0% | -9.5% | +15.0% |
| All | +22.5% | +34.0% | -11.5% | +15.0% |
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