+57.9%
KORU vs KDP
+6.3%
+51.6%
-90.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | KDP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | -0.1% | +1.7% | +1.6% |
| 7D | +24.3% | +2.1% | +22.2% | +23.3% |
| 30D | +37.3% | +8.5% | +28.9% | +32.1% |
| 3M | -32.8% | +6.6% | -39.4% | -36.6% |
| 6M | +36.9% | +17.1% | +19.8% | +21.1% |
| YTD | +162.6% | +19.0% | +143.6% | +131.9% |
| 1Y | +467.0% | +21.8% | +445.3% | +390.0% |
| 3Y | +522.4% | +6.4% | +515.9% | +464.8% |
| 5Y | +57.9% | +5.1% | +52.7% | +47.5% |
| All | +57.9% | +6.3% | +51.6% | +47.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling