+482.2%
KORU vs DUK
+1.8%
+480.3%
-80.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DUK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +13.4% | -1.0% | +14.4% | +11.1% |
| 7D | +13.0% | 0.0% | +13.0% | +13.2% |
| 30D | +27.3% | -1.7% | +29.0% | +22.5% |
| 3M | -55.3% | -0.4% | -54.8% | -53.1% |
| 6M | +11.6% | -7.2% | +18.8% | +12.9% |
| YTD | +158.5% | +5.3% | +153.3% | +190.7% |
| 1Y | +482.2% | +3.0% | +479.2% | +564.7% |
| All | +482.2% | +1.8% | +480.3% | +564.7% |
Cumulative growth
Daily Returns
Daily percentage return beside DUK.
Daily Out/Under-Performance
Portfolio return minus DUK return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DUK 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 DUK 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