+474.0%
KORU vs DUK
+47.2%
+426.9%
-80.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | DUK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.0% | 0.0% | +8.9% | +9.0% |
| 7D | -1.7% | -0.7% | -1.0% | -2.1% |
| 30D | +13.5% | -2.4% | +16.0% | +12.2% |
| 3M | -45.2% | -3.0% | -42.2% | -45.8% |
| 6M | +17.1% | -6.6% | +23.7% | +17.0% |
| YTD | +154.1% | +4.6% | +149.6% | +151.8% |
| 1Y | +375.7% | +1.2% | +374.4% | +370.7% |
| 3Y | +474.0% | +45.7% | +428.4% | +317.9% |
| All | +474.0% | +47.2% | +426.9% | +317.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling