+482.2%
KORU vs LTH
+54.1%
+428.0%
-80.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | LTH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +13.4% | +0.3% | +13.1% | +13.2% |
| 7D | +13.0% | -0.6% | +13.6% | +13.4% |
| 30D | +27.3% | -4.6% | +31.9% | +30.7% |
| 3M | -55.3% | +32.8% | -88.1% | -65.5% |
| 6M | +11.6% | +64.6% | -53.0% | -25.7% |
| YTD | +158.5% | +62.6% | +95.9% | +70.3% |
| 1Y | +482.2% | +49.9% | +432.2% | +333.3% |
| All | +482.2% | +54.1% | +428.0% | +333.3% |
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