+47.2%
KORU vs O
+14.0%
+33.2%
-90.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | O | Excess | Alpha |
|---|---|---|---|---|
| 1D | -12.5% | -0.9% | -11.6% | -11.9% |
| 7D | +2.3% | -3.5% | +5.8% | +5.0% |
| 30D | +20.0% | -3.3% | +23.3% | +23.0% |
| 3M | -32.7% | -2.8% | -29.9% | -34.2% |
| 6M | +13.3% | -5.8% | +19.1% | +13.0% |
| YTD | +133.2% | +9.4% | +123.8% | +101.6% |
| 1Y | +357.3% | +5.7% | +351.6% | +309.4% |
| 3Y | +452.7% | +27.2% | +425.4% | +289.6% |
| 5Y | +47.2% | +17.2% | +30.0% | +27.8% |
| All | +47.2% | +14.0% | +33.2% | +27.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling