+47.2%
KORU vs DRI
+63.5%
-16.3%
-90.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DRI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -12.5% | -0.9% | -11.6% | -11.8% |
| 7D | +2.3% | -4.8% | +7.1% | +6.2% |
| 30D | +20.0% | -5.2% | +25.2% | +25.2% |
| 3M | -32.7% | +2.7% | -35.5% | -34.5% |
| 6M | +13.3% | +3.6% | +9.7% | +7.3% |
| YTD | +133.2% | +15.4% | +117.8% | +99.2% |
| 1Y | +357.3% | +1.3% | +356.0% | +332.6% |
| 3Y | +452.7% | +53.1% | +399.6% | +234.1% |
| 5Y | +47.2% | +64.6% | -17.4% | -20.9% |
| All | +47.2% | +63.5% | -16.3% | -20.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling