+33.3%
KORU vs DUK
+187.7%
-154.3%
-95.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DUK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | -0.7% | +2.2% | +2.0% |
| 7D | +20.1% | -0.1% | +20.2% | +20.1% |
| 30D | +47.5% | +0.2% | +47.2% | +46.7% |
| 3M | -30.1% | -1.9% | -28.2% | -31.3% |
| 6M | +20.1% | -6.5% | +26.6% | +19.4% |
| YTD | +166.6% | +5.4% | +161.1% | +140.2% |
| 1Y | +458.9% | +3.6% | +455.4% | +404.1% |
| 3Y | +531.8% | +48.1% | +483.6% | +292.6% |
| 5Y | +67.7% | +39.6% | +28.1% | +7.5% |
| 10Y | +91.6% | +131.8% | -40.3% | -16.7% |
| All | +33.3% | +187.7% | -154.3% | -58.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling