+522.4%
KORU vs KEY
+130.9%
+391.4%
-80.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | KEY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | -1.8% | +3.3% | +2.9% |
| 7D | +24.3% | +2.7% | +21.6% | +21.9% |
| 30D | +37.3% | -3.2% | +40.5% | +40.8% |
| 3M | -32.8% | +1.0% | -33.7% | -33.2% |
| 6M | +36.9% | +11.9% | +25.0% | +26.8% |
| YTD | +162.6% | +8.7% | +153.9% | +149.3% |
| 1Y | +467.0% | +18.5% | +448.6% | +405.7% |
| 3Y | +522.4% | +124.0% | +398.4% | +247.3% |
| All | +522.4% | +130.9% | +391.4% | +247.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling