+56.9%
KORU vs LOW
+5.4%
+51.5%
-90.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | LOW | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.0% | +0.1% | +8.9% | +8.9% |
| 7D | -1.7% | -3.7% | +2.0% | +1.9% |
| 30D | +13.5% | -8.9% | +22.4% | +23.8% |
| 3M | -45.2% | -10.4% | -34.8% | -40.8% |
| 6M | +17.1% | -19.4% | +36.5% | +42.8% |
| YTD | +154.1% | -17.1% | +171.3% | +200.6% |
| 1Y | +375.7% | -26.3% | +401.9% | +524.5% |
| 3Y | +474.0% | -9.9% | +483.9% | +507.1% |
| All | +56.9% | +5.4% | +51.5% | +34.0% |
Cumulative growth
Daily Returns
Daily percentage return beside LOW.
Daily Out/Under-Performance
Portfolio return minus LOW return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × LOW 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 5y: compounded portfolio wealth divided by compounded LOW 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…
5y analysis · Full analysis span regression · 6 months rolling