+474.0%
KORU vs KR
+33.5%
+440.5%
-80.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | KR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.0% | +2.7% | +6.3% | +11.6% |
| 7D | -1.7% | -0.2% | -1.5% | -1.9% |
| 30D | +13.5% | +5.1% | +8.5% | +19.6% |
| 3M | -45.2% | -8.2% | -37.0% | -45.3% |
| 6M | +17.1% | -18.0% | +35.1% | +14.9% |
| YTD | +154.1% | -4.8% | +158.9% | +162.2% |
| 1Y | +375.7% | -11.0% | +386.7% | +386.4% |
| 3Y | +474.0% | +37.7% | +436.4% | +479.4% |
| All | +474.0% | +33.5% | +440.5% | +479.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling