+279.9%
KORU vs OPEN
-74.0%
+353.8%
-94.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | OPEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -12.5% | -6.7% | -5.9% | -11.0% |
| 7D | +2.3% | -10.5% | +12.9% | +5.0% |
| 30D | +20.0% | -21.8% | +41.8% | +27.3% |
| 3M | -32.7% | -37.5% | +4.8% | -24.8% |
| 6M | +13.3% | -44.1% | +57.4% | +32.5% |
| YTD | +133.2% | -52.0% | +185.2% | +180.2% |
| 1Y | +357.3% | -52.2% | +409.5% | +408.5% |
| 3Y | +452.7% | -25.9% | +478.6% | +348.9% |
| 5Y | +47.2% | -85.1% | +132.3% | +34.0% |
| All | +279.9% | -74.0% | +353.8% | +211.4% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling