+375.7%
KORU vs OKTA
+83.4%
+292.3%
-80.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | OKTA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.0% | -2.7% | +11.7% | +9.8% |
| 7D | -1.7% | -2.4% | +0.7% | -1.0% |
| 30D | +13.5% | +13.0% | +0.5% | +8.5% |
| 3M | -45.2% | +41.7% | -86.9% | -51.2% |
| 6M | +17.1% | +105.9% | -88.8% | +0.8% |
| YTD | +154.1% | +92.6% | +61.6% | +125.4% |
| 1Y | +375.7% | +81.1% | +294.6% | +365.6% |
| All | +375.7% | +83.4% | +292.3% | +365.6% |
Cumulative growth
Daily Returns
Daily percentage return beside OKTA.
Daily Out/Under-Performance
Portfolio return minus OKTA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × OKTA 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 OKTA 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