+426.7%
KORU vs ON
-29.2%
+456.0%
-80.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ON | Excess | Alpha |
|---|---|---|---|---|
| 1D | -12.5% | -1.1% | -11.4% | -11.5% |
| 7D | +2.3% | -4.7% | +7.0% | +7.1% |
| 30D | +20.0% | -13.5% | +33.5% | +39.1% |
| 3M | -32.7% | -36.3% | +3.6% | +12.3% |
| 6M | +13.3% | +17.8% | -4.4% | +35.9% |
| YTD | +133.2% | +29.6% | +103.6% | +169.1% |
| 1Y | +357.3% | +45.8% | +311.5% | +394.2% |
| All | +426.7% | -29.2% | +456.0% | +659.3% |
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