+375.7%
KORU vs O
+5.4%
+370.3%
-80.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | O | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.0% | -0.1% | +9.1% | +8.9% |
| 7D | -1.7% | -2.9% | +1.2% | -4.4% |
| 30D | +13.5% | -4.5% | +18.1% | +8.6% |
| 3M | -45.2% | -2.6% | -42.6% | -47.5% |
| 6M | +17.1% | -5.6% | +22.8% | +18.4% |
| YTD | +154.1% | +9.3% | +144.9% | +128.5% |
| 1Y | +375.7% | +4.3% | +371.4% | +338.9% |
| All | +375.7% | +5.4% | +370.3% | +338.9% |
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