+162.6%
KORU vs LIN
+38.0%
+124.6%
-89.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | LIN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +18.4% | +0.9% | +17.5% | +17.9% |
| 7D | -18.1% | +0.3% | -18.5% | -18.0% |
| 30D | -45.7% | +8.0% | -53.8% | -48.6% |
| 3M | -51.6% | +7.7% | -59.3% | -54.4% |
| 6M | -82.6% | +5.1% | -87.7% | -83.6% |
| YTD | -5.9% | +24.7% | -30.6% | -26.5% |
| 1Y | +3.3% | +25.1% | -21.8% | -19.6% |
| All | +162.6% | +38.0% | +124.6% | +96.7% |
Cumulative growth
Daily Returns
Daily percentage return beside LIN.
Daily Out/Under-Performance
Portfolio return minus LIN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × LIN 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 3y: compounded portfolio wealth divided by compounded LIN 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…
3y analysis · Full analysis span regression · 6 months rolling