+482.2%
KORU vs O
+11.2%
+470.9%
-80.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | O | Excess | Alpha |
|---|---|---|---|---|
| 1D | +13.4% | -0.8% | +14.2% | +12.7% |
| 7D | +13.0% | -0.7% | +13.7% | +12.3% |
| 30D | +27.3% | -1.9% | +29.2% | +24.7% |
| 3M | -55.3% | +3.8% | -59.1% | -57.8% |
| 6M | +11.6% | -4.7% | +16.4% | +19.2% |
| YTD | +158.5% | +12.5% | +146.1% | +138.4% |
| 1Y | +482.2% | +10.8% | +471.3% | +485.7% |
| All | +482.2% | +11.2% | +470.9% | +485.7% |
Cumulative growth
Daily Returns
Daily percentage return beside O.
Daily Out/Under-Performance
Portfolio return minus O return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × O 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 O 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