+136.2%
KORU vs ON
+7.1%
+129.1%
-89.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ON | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.4% | -3.6% | -1.8% | -1.6% |
| 7D | +11.1% | +12.2% | -1.1% | -0.9% |
| 30D | -40.6% | -3.1% | -37.5% | -34.4% |
| 3M | -63.9% | -12.9% | -51.0% | -54.4% |
| 6M | -82.8% | -38.6% | -44.2% | -64.3% |
| YTD | -15.4% | +31.2% | -46.6% | +4.3% |
| 1Y | -3.3% | +47.6% | -50.9% | +9.8% |
| 3Y | +136.2% | +6.6% | +129.5% | +197.5% |
| All | +136.2% | +7.1% | +129.1% | +197.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling