+70.8%
KORU vs LDOS
+260.1%
-189.4%
-95.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | LDOS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | -2.9% | +4.4% | +3.4% |
| 7D | +24.3% | -7.1% | +31.4% | +29.8% |
| 30D | +37.3% | -6.1% | +43.4% | +41.7% |
| 3M | -32.8% | +5.6% | -38.4% | -37.6% |
| 6M | +36.9% | -26.9% | +63.8% | +62.4% |
| YTD | +162.6% | -27.9% | +190.5% | +207.7% |
| 1Y | +467.0% | -26.8% | +493.8% | +548.0% |
| 3Y | +522.4% | +39.6% | +482.8% | +273.1% |
| 5Y | +57.9% | +39.4% | +18.5% | -10.2% |
| 10Y | +70.8% | +260.0% | -189.2% | -39.8% |
| All | +70.8% | +260.1% | -189.4% | -39.8% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling