+67.7%
KORU vs LCID
-97.8%
+165.5%
-90.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | LCID | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | -7.8% | +9.3% | +3.6% |
| 7D | +20.1% | -9.3% | +29.4% | +23.2% |
| 30D | +47.5% | -35.4% | +82.9% | +66.6% |
| 3M | -30.1% | -17.1% | -13.0% | -30.4% |
| 6M | +20.1% | -58.9% | +79.1% | +48.2% |
| YTD | +166.6% | -59.6% | +226.2% | +230.1% |
| 1Y | +458.9% | -78.0% | +536.9% | +692.1% |
| 3Y | +531.8% | -92.7% | +624.4% | +951.4% |
| 5Y | +67.7% | -97.8% | +165.5% | +311.4% |
| All | +67.7% | -97.8% | +165.5% | +311.4% |
Cumulative growth
Daily Returns
Daily percentage return beside LCID.
Daily Out/Under-Performance
Portfolio return minus LCID return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × LCID 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 LCID 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