+185.2%
KORU vs LCID
-95.4%
+280.6%
-94.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | LCID | Excess | Alpha |
|---|---|---|---|---|
| 1D | +13.4% | +1.7% | +11.7% | +13.1% |
| 7D | +13.0% | -6.6% | +19.6% | +14.8% |
| 30D | +27.3% | -30.1% | +57.4% | +38.1% |
| 3M | -55.3% | -17.6% | -37.7% | -54.5% |
| 6M | +11.6% | -54.4% | +66.0% | +29.8% |
| YTD | +158.5% | -55.7% | +214.3% | +201.7% |
| 1Y | +482.2% | -71.0% | +553.2% | +628.2% |
| 3Y | +471.9% | -92.6% | +564.5% | +750.7% |
| 5Y | +41.1% | -97.6% | +138.8% | +148.0% |
| All | +185.2% | -95.4% | +280.6% | +465.6% |
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