+136.2%
KORU vs LIN
+37.9%
+98.2%
-89.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | LIN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.4% | +0.7% | -6.1% | -5.9% |
| 7D | +11.1% | +2.1% | +9.0% | +9.8% |
| 30D | -40.6% | +6.8% | -47.4% | -43.3% |
| 3M | -63.9% | +10.4% | -74.3% | -66.6% |
| 6M | -82.8% | +3.2% | -86.0% | -83.5% |
| YTD | -15.4% | +24.6% | -40.0% | -33.9% |
| 1Y | -3.3% | +24.4% | -27.7% | -24.3% |
| 3Y | +136.2% | +36.7% | +99.4% | +77.0% |
| All | +136.2% | +37.9% | +98.2% | +77.0% |
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