+482.2%
KORU vs KNX
+68.2%
+414.0%
-80.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | KNX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +13.4% | +3.8% | +9.7% | +9.2% |
| 7D | +13.0% | +7.4% | +5.6% | +5.0% |
| 30D | +27.3% | +2.0% | +25.3% | +26.9% |
| 3M | -55.3% | -7.9% | -47.4% | -49.9% |
| 6M | +11.6% | +14.4% | -2.8% | +2.8% |
| YTD | +158.5% | +38.9% | +119.6% | +121.0% |
| 1Y | +482.2% | +65.9% | +416.3% | +365.2% |
| All | +482.2% | +68.2% | +414.0% | +365.2% |
Cumulative growth
Daily Returns
Daily percentage return beside KNX.
Daily Out/Under-Performance
Portfolio return minus KNX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × KNX 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 KNX 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