+327.8%
KORU vs OPEN
-71.4%
+399.2%
-94.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | OPEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | -2.5% | +4.1% | +2.1% |
| 7D | +24.3% | +1.0% | +23.3% | +24.0% |
| 30D | +37.3% | -11.9% | +49.2% | +41.8% |
| 3M | -32.8% | -28.8% | -4.0% | -27.2% |
| 6M | +36.9% | -38.6% | +75.5% | +56.6% |
| YTD | +162.6% | -47.3% | +210.0% | +208.8% |
| 1Y | +467.0% | -49.2% | +516.2% | +520.4% |
| 3Y | +522.4% | -18.8% | +541.1% | +394.7% |
| 5Y | +57.9% | -83.6% | +141.5% | +40.6% |
| All | +327.8% | -71.4% | +399.2% | +243.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling