+56.9%
KORU vs ON
+60.9%
-3.9%
-90.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| 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% | +24.1% |
| 3M | -45.2% | -34.3% | -10.9% | -13.9% |
| 6M | +17.1% | +28.5% | -11.4% | +23.9% |
| YTD | +154.1% | +40.6% | +113.5% | +157.5% |
| 1Y | +375.7% | +55.3% | +320.3% | +351.4% |
| 3Y | +474.0% | -22.2% | +496.2% | +687.1% |
| All | +56.9% | +60.9% | -3.9% | +32.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling