+136.2%
KORU vs O
+39.0%
+97.2%
-89.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | O | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.4% | -0.7% | -4.7% | -5.4% |
| 7D | +11.1% | -0.4% | +11.5% | +11.2% |
| 30D | -40.6% | +7.1% | -47.7% | -41.0% |
| 3M | -63.9% | -5.2% | -58.7% | -63.2% |
| 6M | -82.8% | -1.8% | -81.0% | -83.4% |
| YTD | -15.4% | +9.1% | -24.5% | -22.7% |
| 1Y | -3.3% | +9.7% | -12.9% | -12.2% |
| 3Y | +136.2% | +39.1% | +97.0% | +65.5% |
| All | +136.2% | +39.0% | +97.2% | +65.5% |
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