+1,025.6%
KORU vs OTIS
+91.8%
+933.8%
-94.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | OTIS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | -1.1% | +2.6% | +2.5% |
| 7D | +20.1% | -2.2% | +22.3% | +22.3% |
| 30D | +47.5% | -4.3% | +51.8% | +52.9% |
| 3M | -30.1% | -2.2% | -27.9% | -29.9% |
| 6M | +20.1% | -19.9% | +40.0% | +45.2% |
| YTD | +166.6% | -19.3% | +185.9% | +217.1% |
| 1Y | +458.9% | -19.6% | +478.5% | +560.1% |
| 3Y | +531.8% | -11.5% | +543.3% | +568.5% |
| 5Y | +67.7% | -16.8% | +84.5% | +87.7% |
| All | +1,025.6% | +91.8% | +933.8% | +736.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling