-61.9%
KORU vs LIN
+489.4%
-551.4%
-95.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | LIN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.8% | -1.1% | +7.0% | +7.6% |
| 7D | -35.0% | +0.2% | -35.2% | -35.3% |
| 30D | -65.5% | +6.5% | -72.0% | -69.2% |
| 3M | -58.9% | +5.5% | -64.4% | -63.5% |
| 6M | -83.5% | +3.3% | -86.9% | -85.3% |
| YTD | -23.9% | +22.0% | -45.9% | -48.9% |
| 1Y | -12.4% | +25.7% | -38.2% | -44.8% |
| 3Y | +82.1% | +36.2% | +45.9% | -0.6% |
| 5Y | -42.6% | +66.1% | -108.7% | -76.2% |
| 10Y | -37.4% | +431.0% | -468.4% | -95.1% |
| All | -61.9% | +489.4% | -551.4% | -97.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling