-16.2%
KORU vs RBA
+204.3%
-220.5%
-95.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RBA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.9% | -1.5% | -3.4% | -3.8% |
| 7D | +24.3% | -0.5% | +24.9% | +24.9% |
| 30D | -44.8% | +6.8% | -51.7% | -48.2% |
| 3M | -60.0% | +9.5% | -69.5% | -63.7% |
| 6M | -78.7% | -8.2% | -70.5% | -78.4% |
| YTD | -10.6% | -7.7% | -2.8% | -10.8% |
| 1Y | -3.8% | -6.9% | +3.1% | -4.7% |
| 3Y | +142.0% | +61.6% | +80.3% | +46.8% |
| 5Y | -33.1% | +44.7% | -77.8% | -57.6% |
| All | -16.2% | +204.3% | -220.5% | -74.6% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling