+33.3%
KORU vs OMC
+104.6%
-71.2%
-95.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | OMC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | -3.5% | +5.0% | +4.5% |
| 7D | +20.1% | -4.2% | +24.3% | +24.0% |
| 30D | +47.5% | -7.5% | +55.0% | +55.3% |
| 3M | -30.1% | +4.6% | -34.7% | -38.8% |
| 6M | +20.1% | -4.8% | +25.0% | +15.8% |
| YTD | +166.6% | -1.0% | +167.6% | +139.2% |
| 1Y | +458.9% | +3.8% | +455.1% | +360.7% |
| 3Y | +531.8% | +10.2% | +521.5% | +370.9% |
| 5Y | +67.7% | +29.7% | +38.0% | +5.7% |
| 10Y | +91.6% | +32.3% | +59.3% | +17.6% |
| All | +33.3% | +104.6% | -71.2% | -44.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling