-6.7%
KORU vs LCID
-97.1%
+90.4%
-94.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | LCID | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.4% | -9.2% | +3.8% | -3.2% |
| 7D | +11.1% | -10.2% | +21.3% | +13.8% |
| 30D | -40.6% | -10.2% | -30.4% | -38.7% |
| 3M | -63.9% | -54.1% | -9.8% | -56.3% |
| 6M | -82.8% | -53.8% | -29.1% | -79.8% |
| YTD | -15.4% | -72.0% | +56.6% | +10.9% |
| 1Y | -3.3% | -80.5% | +77.3% | +35.4% |
| 3Y | +136.2% | -92.6% | +228.7% | +262.9% |
| 5Y | -36.7% | -99.3% | +62.6% | +29.8% |
| All | -6.7% | -97.1% | +90.4% | +108.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling