+482.2%
KORU vs KDP
+15.4%
+466.8%
-80.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | KDP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +13.4% | -0.9% | +14.3% | +13.3% |
| 7D | +13.0% | +1.3% | +11.7% | +13.2% |
| 30D | +27.3% | +6.0% | +21.3% | +27.7% |
| 3M | -55.3% | +9.2% | -64.5% | -56.9% |
| 6M | +11.6% | +14.7% | -3.1% | +4.8% |
| YTD | +158.5% | +19.2% | +139.4% | +145.5% |
| 1Y | +482.2% | +15.2% | +467.0% | +430.9% |
| All | +482.2% | +15.4% | +466.8% | +430.9% |
Cumulative growth
Daily Returns
Daily percentage return beside KDP.
Daily Out/Under-Performance
Portfolio return minus KDP return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × KDP 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 KDP 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