+502.1%
KORU vs O
+28.0%
+474.1%
-80.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | O | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | -1.5% | +3.0% | +1.9% |
| 7D | +20.1% | -2.3% | +22.4% | +20.7% |
| 30D | +47.5% | -2.4% | +49.9% | +48.3% |
| 3M | -30.1% | -0.6% | -29.5% | -32.3% |
| 6M | +20.1% | -5.0% | +25.1% | +19.8% |
| YTD | +166.6% | +10.4% | +156.2% | +141.5% |
| 1Y | +458.9% | +6.6% | +452.4% | +419.1% |
| All | +502.1% | +28.0% | +474.1% | +405.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling