+482.2%
KORU vs RBA
-26.5%
+508.7%
-80.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | RBA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +13.4% | +0.3% | +13.1% | +13.4% |
| 7D | +13.0% | -2.9% | +15.9% | +13.6% |
| 30D | +27.3% | -12.3% | +39.6% | +32.3% |
| 3M | -55.3% | -20.5% | -34.8% | -52.4% |
| 6M | +11.6% | -18.5% | +30.1% | +16.7% |
| YTD | +158.5% | -18.2% | +176.8% | +167.5% |
| 1Y | +482.2% | -27.5% | +509.7% | +538.9% |
| All | +482.2% | -26.5% | +508.7% | +538.9% |
Cumulative growth
Daily Returns
Daily percentage return beside RBA.
Daily Out/Under-Performance
Portfolio return minus RBA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RBA 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 1y: compounded portfolio wealth divided by compounded RBA 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…
1y analysis · Full analysis span regression · 6 months rolling