+57.9%
KORU vs KEY
+39.4%
+18.5%
-90.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | KEY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | -1.8% | +3.3% | +2.7% |
| 7D | +24.3% | +2.7% | +21.6% | +22.1% |
| 30D | +37.3% | -3.2% | +40.5% | +40.5% |
| 3M | -32.8% | +1.0% | -33.7% | -33.2% |
| 6M | +36.9% | +11.9% | +25.0% | +27.7% |
| YTD | +162.6% | +8.7% | +153.9% | +150.9% |
| 1Y | +467.0% | +18.5% | +448.6% | +409.3% |
| 3Y | +522.4% | +124.0% | +398.4% | +266.2% |
| 5Y | +57.9% | +40.8% | +17.0% | +26.9% |
| All | +57.9% | +39.4% | +18.5% | +26.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling