+22.5%
KORU vs DUK
+7.9%
+14.7%
-83.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DUK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.3% | +2.4% | -7.7% | +1.0% |
| 7D | -24.3% | +4.9% | -29.2% | -13.5% |
| 30D | -54.2% | +13.8% | -68.0% | -34.7% |
| 3M | -45.4% | +5.2% | -50.6% | -35.7% |
| 6M | -66.5% | +3.5% | -69.9% | -56.9% |
| YTD | +14.9% | +13.5% | +1.4% | +47.8% |
| 1Y | +22.5% | +8.3% | +14.2% | +56.0% |
| All | +22.5% | +7.9% | +14.7% | +56.0% |
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