+22.5%
KORU vs O
+8.1%
+14.4%
-83.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | O | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.3% | +3.0% | -8.3% | -0.5% |
| 7D | -24.3% | +5.8% | -30.1% | -16.9% |
| 30D | -54.2% | +10.7% | -64.9% | -45.7% |
| 3M | -45.4% | -4.5% | -40.9% | -47.4% |
| 6M | -66.5% | -4.1% | -62.3% | -64.5% |
| YTD | +14.9% | +9.8% | +5.1% | +29.2% |
| 1Y | +22.5% | +11.3% | +11.2% | +38.8% |
| All | +22.5% | +8.1% | +14.4% | +38.8% |
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