+55.4%
KORU vs P
+276.9%
-221.5%
-90.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | P | Excess | Alpha |
|---|---|---|---|---|
| 1D | +13.4% | +1.4% | +12.1% | +12.5% |
| 7D | +13.0% | +6.5% | +6.5% | +8.1% |
| 30D | +27.3% | +18.8% | +8.4% | +9.8% |
| 3M | -55.3% | +26.7% | -82.0% | -59.1% |
| 6M | +11.6% | +62.2% | -50.6% | -10.7% |
| YTD | +158.5% | +48.5% | +110.0% | +117.2% |
| 1Y | +482.2% | +26.4% | +455.8% | +415.1% |
| 3Y | +471.9% | +159.4% | +312.5% | +191.6% |
| All | +55.4% | +276.9% | -221.5% | -39.8% |
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