+357.3%
KORU vs LTH
+45.0%
+312.3%
-80.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | LTH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -12.5% | -0.6% | -11.9% | -12.1% |
| 7D | +2.3% | -3.7% | +6.1% | +4.7% |
| 30D | +20.0% | -5.3% | +25.3% | +23.4% |
| 3M | -32.7% | +24.2% | -56.9% | -46.0% |
| 6M | +13.3% | +54.8% | -41.5% | -22.3% |
| YTD | +133.2% | +56.1% | +77.2% | +56.7% |
| 1Y | +357.3% | +45.5% | +311.7% | +254.0% |
| All | +357.3% | +45.0% | +312.3% | +254.0% |
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