+482.2%
KORU vs OMC
+9.8%
+472.4%
-80.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | OMC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +13.4% | -2.5% | +15.9% | +12.6% |
| 7D | +13.0% | -6.4% | +19.4% | +10.8% |
| 30D | +27.3% | +1.1% | +26.2% | +27.9% |
| 3M | -55.3% | +10.4% | -65.7% | -54.4% |
| 6M | +11.6% | -1.7% | +13.3% | +13.8% |
| YTD | +158.5% | +4.4% | +154.1% | +160.1% |
| 1Y | +482.2% | +8.4% | +473.7% | +484.4% |
| All | +482.2% | +9.8% | +472.4% | +484.4% |
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