+482.2%
KORU vs DT
+4.0%
+478.1%
-80.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +13.4% | -1.6% | +15.1% | +13.1% |
| 7D | +13.0% | -3.3% | +16.3% | +12.2% |
| 30D | +27.3% | +2.0% | +25.2% | +28.9% |
| 3M | -55.3% | +20.0% | -75.3% | -52.5% |
| 6M | +11.6% | +39.3% | -27.7% | +23.1% |
| YTD | +158.5% | +19.8% | +138.8% | +191.3% |
| 1Y | +482.2% | +4.3% | +477.9% | +585.1% |
| All | +482.2% | +4.0% | +478.1% | +585.1% |
Cumulative growth
Daily Returns
Daily percentage return beside DT.
Daily Out/Under-Performance
Portfolio return minus DT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DT 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 DT 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