+502.1%
KORU vs OPEN
-21.9%
+524.0%
-80.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | OPEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | -2.3% | +3.8% | +2.0% |
| 7D | +20.1% | -2.9% | +23.0% | +20.8% |
| 30D | +47.5% | -13.8% | +61.3% | +52.7% |
| 3M | -30.1% | -30.9% | +0.8% | -24.0% |
| 6M | +20.1% | -40.9% | +61.1% | +37.2% |
| YTD | +166.6% | -48.5% | +215.1% | +210.5% |
| 1Y | +458.9% | -50.9% | +509.8% | +518.4% |
| All | +502.1% | -21.9% | +524.0% | +405.6% |
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