+22.5%
KORU vs LTH
+84.0%
-61.5%
-83.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | LTH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.3% | +6.3% | -11.6% | -8.6% |
| 7D | -24.3% | +9.9% | -34.2% | -28.4% |
| 30D | -54.2% | +18.3% | -72.5% | -59.0% |
| 3M | -45.4% | +5.9% | -51.4% | -47.5% |
| 6M | -66.5% | +80.3% | -146.8% | -81.3% |
| YTD | +14.9% | +78.3% | -63.4% | -36.4% |
| 1Y | +22.5% | +81.0% | -58.5% | -32.0% |
| All | +22.5% | +84.0% | -61.5% | -32.0% |
Cumulative growth
Daily Returns
Daily percentage return beside LTH.
Daily Out/Under-Performance
Portfolio return minus LTH return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × LTH 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 1y: compounded portfolio wealth divided by compounded LTH 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…
1y analysis · Full analysis span regression · 6 months rolling