+22.5%
KORU vs OMC
+24.5%
-2.0%
-83.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | OMC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.3% | +5.2% | -10.5% | -2.7% |
| 7D | -24.3% | +12.5% | -36.8% | -19.5% |
| 30D | -54.2% | +16.3% | -70.5% | -50.5% |
| 3M | -45.4% | +8.1% | -53.5% | -42.1% |
| 6M | -66.5% | +17.2% | -83.6% | -64.5% |
| YTD | +14.9% | +11.8% | +3.1% | +22.6% |
| 1Y | +22.5% | +23.9% | -1.4% | +23.6% |
| All | +22.5% | +24.5% | -2.0% | +23.6% |
Cumulative growth
Daily Returns
Daily percentage return beside OMC.
Daily Out/Under-Performance
Portfolio return minus OMC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × OMC 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 OMC 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