+106.4%
KORU vs LTH
+152.0%
-45.5%
-89.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | LTH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | -1.7% | +3.2% | +2.4% |
| 7D | +20.1% | -4.0% | +24.1% | +22.7% |
| 30D | +47.5% | -1.7% | +49.1% | +48.3% |
| 3M | -30.1% | +28.0% | -58.0% | -40.3% |
| 6M | +20.1% | +54.1% | -33.9% | -6.4% |
| YTD | +166.6% | +57.1% | +109.5% | +105.3% |
| 1Y | +458.9% | +45.8% | +413.2% | +342.2% |
| 3Y | +531.8% | +157.6% | +374.2% | +261.1% |
| All | +106.4% | +152.0% | -45.5% | +1.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling