+100.2%
KORU vs LTH
+160.9%
-60.7%
-89.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | LTH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +13.4% | +0.3% | +13.1% | +13.3% |
| 7D | +13.0% | -0.6% | +13.6% | +13.4% |
| 30D | +27.3% | -4.6% | +31.9% | +30.5% |
| 3M | -55.3% | +32.8% | -88.1% | -62.4% |
| 6M | +11.6% | +64.6% | -53.0% | -15.8% |
| YTD | +158.5% | +62.6% | +95.9% | +95.4% |
| 1Y | +482.2% | +49.9% | +432.2% | +353.6% |
| 3Y | +471.9% | +151.3% | +320.6% | +230.8% |
| All | +100.2% | +160.9% | -60.7% | -3.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling