+482.2%
KORU vs NYT
+15.2%
+466.9%
-80.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NYT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +13.4% | +0.3% | +13.1% | +13.6% |
| 7D | +13.0% | -1.3% | +14.3% | +12.1% |
| 30D | +27.3% | +2.7% | +24.5% | +29.6% |
| 3M | -55.3% | -10.3% | -45.0% | -55.7% |
| 6M | +11.6% | -16.6% | +28.2% | +12.1% |
| YTD | +158.5% | -2.3% | +160.8% | +173.6% |
| 1Y | +482.2% | +15.0% | +467.1% | +612.4% |
| All | +482.2% | +15.2% | +466.9% | +612.4% |
Cumulative growth
Daily Returns
Daily percentage return beside NYT.
Daily Out/Under-Performance
Portfolio return minus NYT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NYT 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 NYT 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