+22.5%
KORU vs KEY
+29.6%
-7.1%
-83.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | KEY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.3% | +1.5% | -6.8% | -6.8% |
| 7D | -24.3% | +1.7% | -26.0% | -25.6% |
| 30D | -54.2% | +6.8% | -61.0% | -57.5% |
| 3M | -45.4% | -5.8% | -39.6% | -41.4% |
| 6M | -66.5% | +1.4% | -67.9% | -67.1% |
| YTD | +14.9% | +7.5% | +7.4% | +3.4% |
| 1Y | +22.5% | +29.6% | -7.1% | +4.8% |
| All | +22.5% | +29.6% | -7.1% | +4.8% |
Cumulative growth
Daily Returns
Daily percentage return beside KEY.
Daily Out/Under-Performance
Portfolio return minus KEY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × KEY 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 KEY 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