+31.4%
KORU vs O
+155.1%
-123.8%
-95.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | O | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | -0.4% | +2.0% | +1.9% |
| 7D | +24.3% | -0.6% | +24.9% | +24.8% |
| 30D | +37.3% | -2.0% | +39.3% | +39.8% |
| 3M | -32.8% | +3.0% | -35.8% | -37.6% |
| 6M | +36.9% | -3.6% | +40.6% | +33.9% |
| YTD | +162.6% | +12.1% | +150.6% | +124.5% |
| 1Y | +467.0% | +8.9% | +458.1% | +398.2% |
| 3Y | +522.4% | +30.3% | +492.0% | +349.9% |
| 5Y | +57.9% | +13.7% | +44.2% | +33.5% |
| 10Y | +70.8% | +50.3% | +20.5% | +18.5% |
| All | +31.4% | +155.1% | -123.8% | -48.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling