+474.0%
KORU vs OTIS
-12.3%
+486.3%
-80.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | OTIS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.0% | +1.8% | +7.2% | +7.7% |
| 7D | -1.7% | -3.0% | +1.3% | +0.5% |
| 30D | +13.5% | -6.0% | +19.6% | +18.2% |
| 3M | -45.2% | -0.9% | -44.3% | -45.9% |
| 6M | +17.1% | -17.3% | +34.5% | +35.6% |
| YTD | +154.1% | -19.6% | +173.7% | +198.3% |
| 1Y | +375.7% | -21.0% | +396.7% | +461.9% |
| 3Y | +474.0% | -12.1% | +486.1% | +355.0% |
| All | +474.0% | -12.3% | +486.3% | +355.0% |
Cumulative growth
Daily Returns
Daily percentage return beside OTIS.
Daily Out/Under-Performance
Portfolio return minus OTIS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × OTIS 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 OTIS 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