+82.9%
KORU vs ON
+655.4%
-572.4%
-95.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ON | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.0% | +8.5% | +0.5% | +1.5% |
| 7D | -1.7% | +2.4% | -4.1% | -3.7% |
| 30D | +13.5% | -8.6% | +22.2% | +24.0% |
| 3M | -45.2% | -34.3% | -10.9% | -13.8% |
| 6M | +17.1% | +28.5% | -11.4% | +19.4% |
| YTD | +154.1% | +40.6% | +113.5% | +146.2% |
| 1Y | +375.7% | +55.3% | +320.3% | +327.2% |
| 3Y | +474.0% | -22.2% | +496.2% | +667.4% |
| 5Y | +60.4% | +62.4% | -2.0% | +8.3% |
| All | +82.9% | +655.4% | -572.4% | -57.1% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling