+56.9%
KORU vs KR
+52.3%
+4.6%
-90.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | KR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.0% | +2.7% | +6.3% | +10.1% |
| 7D | -1.7% | -0.2% | -1.5% | -1.8% |
| 30D | +13.5% | +5.1% | +8.5% | +16.1% |
| 3M | -45.2% | -8.2% | -37.0% | -44.9% |
| 6M | +17.1% | -18.0% | +35.1% | +17.2% |
| YTD | +154.1% | -4.8% | +158.9% | +155.3% |
| 1Y | +375.7% | -11.0% | +386.7% | +378.5% |
| 3Y | +474.0% | +37.7% | +436.4% | +432.0% |
| All | +56.9% | +52.3% | +4.6% | +42.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling