+482.2%
KORU vs LYB
+25.6%
+456.5%
-80.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | LYB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +13.4% | -1.9% | +15.4% | +12.5% |
| 7D | +13.0% | -0.2% | +13.2% | +13.0% |
| 30D | +27.3% | +8.7% | +18.6% | +33.2% |
| 3M | -55.3% | -3.0% | -52.3% | -54.4% |
| 6M | +11.6% | +4.7% | +6.9% | +3.3% |
| YTD | +158.5% | +51.6% | +107.0% | +92.5% |
| 1Y | +482.2% | +24.4% | +457.8% | +347.8% |
| All | +482.2% | +25.6% | +456.5% | +347.8% |
Cumulative growth
Daily Returns
Daily percentage return beside LYB.
Daily Out/Under-Performance
Portfolio return minus LYB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × LYB 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 LYB 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