+22.5%
KORU vs LDOS
-27.6%
+50.2%
-83.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | LDOS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.3% | +0.7% | -6.0% | -4.9% |
| 7D | -24.3% | -2.8% | -21.5% | -25.2% |
| 30D | -54.2% | +13.6% | -67.8% | -50.5% |
| 3M | -45.4% | +4.2% | -49.7% | -42.6% |
| 6M | -66.5% | -8.2% | -58.2% | -61.8% |
| YTD | +14.9% | -24.1% | +39.0% | +25.8% |
| 1Y | +22.5% | -31.2% | +53.8% | +28.9% |
| All | +22.5% | -27.6% | +50.2% | +28.9% |
Cumulative growth
Daily Returns
Daily percentage return beside LDOS.
Daily Out/Under-Performance
Portfolio return minus LDOS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × LDOS 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 1y: compounded portfolio wealth divided by compounded LDOS 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…
1y analysis · Full analysis span regression · 6 months rolling