+522.4%
KORU vs LTH
+159.1%
+363.2%
-80.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | LTH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | -1.8% | +3.3% | +2.6% |
| 7D | +24.3% | +1.5% | +22.8% | +23.2% |
| 30D | +37.3% | -3.1% | +40.4% | +39.4% |
| 3M | -32.8% | +28.1% | -60.9% | -43.7% |
| 6M | +36.9% | +67.4% | -30.5% | -0.4% |
| YTD | +162.6% | +59.8% | +102.8% | +94.3% |
| 1Y | +467.0% | +45.6% | +421.4% | +336.7% |
| 3Y | +522.4% | +162.0% | +360.4% | +244.9% |
| All | +522.4% | +159.1% | +363.2% | +244.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling