+22.5%
KORU vs OPEN
-72.7%
+95.2%
-83.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | OPEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.3% | +13.8% | -19.1% | -14.1% |
| 7D | -24.3% | +3.7% | -28.0% | -26.6% |
| 30D | -54.2% | -14.3% | -39.9% | -50.6% |
| 3M | -45.4% | -51.9% | +6.5% | -10.2% |
| 6M | -66.5% | -61.4% | -5.0% | -34.6% |
| YTD | +14.9% | -66.0% | +80.9% | +133.9% |
| 1Y | +22.5% | -71.4% | +93.9% | +156.1% |
| All | +22.5% | -72.7% | +95.2% | +156.1% |
Cumulative growth
Daily Returns
Daily percentage return beside OPEN.
Daily Out/Under-Performance
Portfolio return minus OPEN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × OPEN 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 OPEN 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