+56.9%
KORU vs OMC
+30.5%
+26.5%
-90.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | OMC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.0% | -0.6% | +9.5% | +9.3% |
| 7D | -1.7% | -4.4% | +2.7% | +0.7% |
| 30D | +13.5% | -7.6% | +21.1% | +17.7% |
| 3M | -45.2% | +4.5% | -49.7% | -50.8% |
| 6M | +17.1% | -0.3% | +17.4% | +10.2% |
| YTD | +154.1% | -0.1% | +154.3% | +134.6% |
| 1Y | +375.7% | +4.6% | +371.0% | +308.4% |
| 3Y | +474.0% | +10.5% | +463.6% | +339.3% |
| All | +56.9% | +30.5% | +26.5% | -4.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling