+136.2%
KORU vs OPEN
-42.5%
+178.7%
-89.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | OPEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.4% | -3.6% | -1.8% | -4.6% |
| 7D | +11.1% | -15.0% | +26.1% | +15.4% |
| 30D | -40.6% | -40.2% | -0.4% | -34.1% |
| 3M | -63.9% | -67.4% | +3.5% | -54.0% |
| 6M | -82.8% | -74.0% | -8.8% | -76.7% |
| YTD | -15.4% | -79.6% | +64.2% | +19.9% |
| 1Y | -3.3% | -86.1% | +82.8% | +43.9% |
| 3Y | +136.2% | -41.4% | +177.5% | +123.0% |
| All | +136.2% | -42.5% | +178.7% | +123.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling