+482.2%
KORU vs ON
+56.1%
+426.0%
-80.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ON | Excess | Alpha |
|---|---|---|---|---|
| 1D | +13.4% | +1.0% | +12.4% | +11.9% |
| 7D | +13.0% | +2.4% | +10.6% | +9.3% |
| 30D | +27.3% | -3.3% | +30.6% | +36.1% |
| 3M | -55.3% | -43.6% | -11.7% | +21.4% |
| 6M | +11.6% | +19.0% | -7.3% | +28.8% |
| YTD | +158.5% | +37.4% | +121.2% | +167.4% |
| 1Y | +482.2% | +54.8% | +427.4% | +447.8% |
| All | +482.2% | +56.1% | +426.0% | +447.8% |
Cumulative growth
Daily Returns
Daily percentage return beside ON.
Daily Out/Under-Performance
Portfolio return minus ON return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ON 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 ON 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