+482.2%
KORU vs KR
-12.5%
+494.6%
-80.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | KR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +13.4% | +0.1% | +13.3% | +13.7% |
| 7D | +13.0% | +1.5% | +11.5% | +16.6% |
| 30D | +27.3% | +4.1% | +23.2% | +40.0% |
| 3M | -55.3% | -5.2% | -50.1% | -52.7% |
| 6M | +11.6% | -12.8% | +24.4% | +8.5% |
| YTD | +158.5% | -4.6% | +163.2% | +170.9% |
| 1Y | +482.2% | -11.7% | +493.8% | +505.4% |
| All | +482.2% | -12.5% | +494.6% | +505.4% |
Cumulative growth
Daily Returns
Daily percentage return beside KR.
Daily Out/Under-Performance
Portfolio return minus KR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × KR 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 KR 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