-35.4%
KORU vs P
+256.2%
-291.6%
-89.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | P | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.3% | +6.3% | +5.0% | +6.7% |
| 7D | -25.8% | -9.6% | -16.2% | -16.2% |
| 30D | -56.9% | -33.4% | -23.5% | -38.8% |
| 3M | -55.7% | +14.2% | -69.9% | -57.7% |
| 6M | -83.7% | +31.6% | -115.3% | -84.6% |
| YTD | -15.3% | +53.5% | -68.8% | -25.4% |
| 1Y | +3.4% | +14.2% | -10.8% | +2.3% |
| 3Y | +133.8% | +190.5% | -56.8% | +18.8% |
| 5Y | -35.4% | +256.3% | -291.7% | -71.1% |
| All | -35.4% | +256.2% | -291.6% | -71.1% |
Cumulative growth
Daily Returns
Daily percentage return beside P.
Daily Out/Under-Performance
Portfolio return minus P return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × P 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 5y: compounded portfolio wealth divided by compounded P 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…
5y analysis · Full analysis span regression · 6 months rolling